LWM
MPV

Liberty Wealth Management’s Barings Participation Investors MPV Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-75
Closed -$1K – 749
2021
Q3 		$1K Buy
75
+1
+1% +$14 ﹤0.01% 1128
2021
Q2 		$1K Buy
74
+1
+1% +$13 ﹤0.01% 1015
2021
Q1 		$0 Hold
73
– – ﹤0.01% 1004
2020
Q4 		$0 Buy
73
+2
+3% +$23 ﹤0.01% 1031
2020
Q3 		$1K Buy
71
+2
+3% +$23 ﹤0.01% 819
2020
Q2 		$1K Buy
69
+1
+1% +$12 ﹤0.01% 801
2020
Q1 		$1K Buy
68
+1
+1% +$15 ﹤0.01% 822
2019
Q4 		$1K Buy
67
+1
+2% +$16 ﹤0.01% 845
2019
Q3 		$1K Buy
66
+1
+2% +$17 ﹤0.01% 809
2019
Q2 		$1K Buy
+65
New +$1.03K ﹤0.01% 841

Other funds holding MPV

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 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
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Liberty Wealth Management's MPV Position: Q4 2021 in Review

Liberty Wealth Management sold out of Barings Participation Investors (MPV) in Q4 2021, closing a stake of 75 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in MPV in Q2 2019 and held it in 10 quarters. The position peaked at $1K in Q3 2021. 31 funds tracked by Wall St. Rank hold MPV as of Q4 2021.

  • Liberty Wealth Management reported no remaining Barings Participation Investors position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 75 Barings Participation Investors shares in Q4 2021, an estimated $1K.
  • Liberty Wealth Management first reported a position in Barings Participation Investors in Q2 2019 and held it in 10 quarters.
  • Liberty Wealth Management's Barings Participation Investors position peaked at $1K in Q3 2021.
  • 31 funds tracked by Wall St. Rank held Barings Participation Investors as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.