Mercer Global Advisors
MCI

Mercer Global Advisors’s Barings Corporate Investors MCI Stock Holding History

Mercer Global Advisors’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
2024
Q2 		– Sell
-11,500
Closed -$198K – 2013
2024
Q1 		$198K Hold
11,500
– – ﹤0.01% 1791
2023
Q4 		$212K Hold
11,500
– – ﹤0.01% 1807
2023
Q3 		$183K Hold
11,500
– – ﹤0.01% 1781
2023
Q2 		$171K Buy
+11,500
New +$162K ﹤0.01% 1760

Other funds holding MCI

BIA
BHK Investment Advisors Birmingham, Alabama $299M AUM 13.28% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DBIA
Dumont & Blake Investment Advisors Princeton, New Jersey $400M AUM 21.87% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

Mercer Global Advisors's MCI Position: Q2 2024 in Review

Mercer Global Advisors sold out of Barings Corporate Investors (MCI) in Q2 2024, closing a stake of 11,500 shares — an estimated $198K sold.

Mercer Global Advisors first reported a position in MCI in Q2 2023 and held it in 4 quarters. The position peaked at $212K in Q4 2023. 53 funds tracked by Wall St. Rank hold MCI as of Q2 2024.

  • Mercer Global Advisors reported no remaining Barings Corporate Investors position as of Q2 2024 after selling out during the quarter.
  • Mercer Global Advisors sold 11,500 Barings Corporate Investors shares in Q2 2024, an estimated $198K.
  • Mercer Global Advisors first reported a position in Barings Corporate Investors in Q2 2023 and held it in 4 quarters.
  • Mercer Global Advisors's Barings Corporate Investors position peaked at $212K in Q4 2023.
  • 53 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q2 2024.

Based on Mercer Global Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.