RICHC
MPV

Renaissance Investment Consultants Holding Company’s Barings Participation Investors MPV Stock Holding History

Renaissance Investment Consultants Holding Company’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
2020
Q3 		– Sell
-20,381
Closed -$237K – 84
2020
Q2 		$237K Sell
20,381
-24,820
-55% -$300K 0.26% 71
2020
Q1 		$526K Sell
45,201
-4,022
-8% -$60.3K 0.73% 31
2019
Q4 		$807K Buy
+49,223
New +$810K 0.91% 25

Other funds holding MPV

TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Renaissance Investment Consultants Holding Company's MPV Position: Q3 2020 in Review

Renaissance Investment Consultants Holding Company sold out of Barings Participation Investors (MPV) in Q3 2020, closing a stake of 20,381 shares — an estimated $237K sold.

Renaissance Investment Consultants Holding Company first reported a position in MPV in Q4 2019 and held it in 3 quarters. The position peaked at $807K in Q4 2019. 32 funds tracked by Wall St. Rank hold MPV as of Q3 2020.

  • Renaissance Investment Consultants Holding Company reported no remaining Barings Participation Investors position as of Q3 2020 after selling out during the quarter.
  • Renaissance Investment Consultants Holding Company sold 20,381 Barings Participation Investors shares in Q3 2020, an estimated $237K.
  • Renaissance Investment Consultants Holding Company first reported a position in Barings Participation Investors in Q4 2019 and held it in 3 quarters.
  • Renaissance Investment Consultants Holding Company's Barings Participation Investors position peaked at $807K in Q4 2019.
  • 32 funds tracked by Wall St. Rank held Barings Participation Investors as of Q3 2020.

Based on Renaissance Investment Consultants Holding Company's 13F filing for Q3 2020, filed 6 Nov 2020.