Mariner’s Barings Corporate Investors MCI Stock Holding History

Mariner’s Portfolio MCI Stock Details MCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-17,447	Closed	-$278K	–	3124
2023 Q3	$278K	Buy	+17,447	New	+$267K	﹤0.01%	2221

Other funds holding MCI

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BIA

BHK Investment Advisors Birmingham, Alabama $299M AUM 13.28% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SIG

Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mariner's MCI Position: Q4 2023 in Review

Mariner sold out of Barings Corporate Investors (MCI) in Q4 2023, closing a stake of 17,447 shares — an estimated $278K sold.

Mariner first reported a position in MCI in Q3 2023 and held it in 1 quarter. The position peaked at $278K in Q3 2023. 54 funds tracked by Wall St. Rank hold MCI as of Q4 2023.

Mariner reported no remaining Barings Corporate Investors position as of Q4 2023 after selling out during the quarter.
Mariner sold 17,447 Barings Corporate Investors shares in Q4 2023, an estimated $278K.
Mariner first reported a position in Barings Corporate Investors in Q3 2023 and held it in 1 quarter.
Mariner's Barings Corporate Investors position peaked at $278K in Q3 2023.
54 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q4 2023.

Based on Mariner's 13F filing for Q4 2023, filed 14 Feb 2024.