PCMC
MPV

Planning Capital Management Corporation’s Barings Participation Investors MPV Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$2.12K Hold
125
– – ﹤0.01% 581
2024
Q2 		$2.06K Hold
125
– – ﹤0.01% 532
2024
Q1 		$2.02K Hold
125
– – ﹤0.01% 562
2023
Q4 		$1.95K Buy
+125
New +$1.75K ﹤0.01% 561

Other funds holding MPV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 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 $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Planning Capital Management Corporation's MPV Position: Q3 2024 in Review

Planning Capital Management Corporation held its Barings Participation Investors (MPV) position steady in Q3 2024 at 125 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Planning Capital Management Corporation first reported a position in MPV in Q4 2023 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold MPV as of Q3 2024.

  • Planning Capital Management Corporation held 125 shares of Barings Participation Investors worth $2.12K as of Q3 2024.
  • Planning Capital Management Corporation left its Barings Participation Investors share count unchanged in Q3 2024.
  • Barings Participation Investors made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #581 holding.
  • Planning Capital Management Corporation first reported a position in Barings Participation Investors in Q4 2023 and has held it in 4 quarters since.
  • 37 funds tracked by Wall St. Rank held Barings Participation Investors as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.