Janney Montgomery Scott
MPV

Janney Montgomery Scott’s Barings Participation Investors MPV Stock Holding History

Janney Montgomery Scott’s Portfolio MPV Stock Details MPV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-15,771
Closed -$179K – 2612
2022
Q3 		$179K Hold
15,771
– – ﹤0.01% 2312
2022
Q2 		$194K Buy
15,771
+900
+6% +$11.5K ﹤0.01% 2152
2022
Q1 		$199K Hold
14,871
– – ﹤0.01% 2103
2021
Q4 		$220K Buy
+14,871
New +$212K ﹤0.01% 2180
2014
Q1 		– Sell
-27,807
Closed -$358K – 2061
2013
Q4 		$358K Sell
27,807
-3,000
-10% -$39.3K 0.01% 1305
2013
Q3 		$430K Buy
+30,807
New +$437K 0.01% 1100

Other funds holding MPV

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Janney Montgomery Scott's MPV Position: Q4 2022 in Review

Janney Montgomery Scott sold out of Barings Participation Investors (MPV) in Q4 2022, closing a stake of 15,771 shares — an estimated $179K sold.

Janney Montgomery Scott first reported a position in MPV in Q3 2013 and held it in 6 quarters. The position peaked at $430K in Q3 2013. 24 funds tracked by Wall St. Rank hold MPV as of Q4 2022.

  • Janney Montgomery Scott reported no remaining Barings Participation Investors position as of Q4 2022 after selling out during the quarter.
  • Janney Montgomery Scott sold 15,771 Barings Participation Investors shares in Q4 2022, an estimated $179K.
  • Janney Montgomery Scott first reported a position in Barings Participation Investors in Q3 2013 and held it in 6 quarters.
  • Janney Montgomery Scott's Barings Participation Investors position peaked at $430K in Q3 2013.
  • 24 funds tracked by Wall St. Rank held Barings Participation Investors as of Q4 2022.

Based on Janney Montgomery Scott's 13F filing for Q4 2022, filed 1 Feb 2023.