NPC
MCI

National Planning Corporation’s Barings Corporate Investors MCI Stock Holding History

National Planning Corporation’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
2016
Q1 		– Sell
-11,563
Closed -$188K – 708
2015
Q4 		$188K Buy
+11,563
New +$197K 0.02% 642

Other funds holding MCI

MSR
Main Street Research Lakeville, Connecticut $1.72B AUM 48.78% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
DBIA
Dumont & Blake Investment Advisors Princeton, New Jersey $400M AUM 21.87% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

National Planning Corporation's MCI Position: Q1 2016 in Review

National Planning Corporation sold out of Barings Corporate Investors (MCI) in Q1 2016, closing a stake of 11,563 shares — an estimated $188K sold.

National Planning Corporation first reported a position in MCI in Q4 2015 and held it in 1 quarter. The position peaked at $188K in Q4 2015. 41 funds tracked by Wall St. Rank hold MCI as of Q1 2016.

  • National Planning Corporation reported no remaining Barings Corporate Investors position as of Q1 2016 after selling out during the quarter.
  • National Planning Corporation sold 11,563 Barings Corporate Investors shares in Q1 2016, an estimated $188K.
  • National Planning Corporation first reported a position in Barings Corporate Investors in Q4 2015 and held it in 1 quarter.
  • National Planning Corporation's Barings Corporate Investors position peaked at $188K in Q4 2015.
  • 41 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q1 2016.

Based on National Planning Corporation's 13F filing for Q1 2016, filed 16 May 2016.