QFW
MCI

QTR Family Wealth’s Barings Corporate Investors MCI Stock Holding History

QTR Family Wealth’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
2025
Q4 		– Sell
-36,000
Closed -$747K – 295
2025
Q3 		$747K Buy
+36,000
New +$763K 0.35% 59

Other funds holding MCI

BIA
BHK Investment Advisors Birmingham, Alabama $335M AUM 20.89% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

QTR Family Wealth's MCI Position: Q4 2025 in Review

QTR Family Wealth sold out of Barings Corporate Investors (MCI) in Q4 2025, closing a stake of 36,000 shares — an estimated $747K sold.

QTR Family Wealth first reported a position in MCI in Q3 2025 and held it in 1 quarter. The position peaked at $747K in Q3 2025. 63 funds tracked by Wall St. Rank hold MCI as of Q4 2025.

  • QTR Family Wealth reported no remaining Barings Corporate Investors position as of Q4 2025 after selling out during the quarter.
  • QTR Family Wealth sold 36,000 Barings Corporate Investors shares in Q4 2025, an estimated $747K.
  • QTR Family Wealth first reported a position in Barings Corporate Investors in Q3 2025 and held it in 1 quarter.
  • QTR Family Wealth's Barings Corporate Investors position peaked at $747K in Q3 2025.
  • 63 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q4 2025.

Based on QTR Family Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.