SPWG
MCI

Sage Private Wealth Group’s Barings Corporate Investors MCI Stock Holding History

Sage Private Wealth Group’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
2021
Q2 		– Sell
-10,864
Closed -$151K – 164
2021
Q1 		$151K Buy
+10,864
New +$147K 0.26% 51

Other funds holding MCI

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
BIA
BHK Investment Advisors Birmingham, Alabama $299M AUM 13.28% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Sage Private Wealth Group's MCI Position: Q2 2021 in Review

Sage Private Wealth Group sold out of Barings Corporate Investors (MCI) in Q2 2021, closing a stake of 10,864 shares — an estimated $151K sold.

Sage Private Wealth Group first reported a position in MCI in Q1 2021 and held it in 1 quarter. The position peaked at $151K in Q1 2021. 44 funds tracked by Wall St. Rank hold MCI as of Q2 2021.

  • Sage Private Wealth Group reported no remaining Barings Corporate Investors position as of Q2 2021 after selling out during the quarter.
  • Sage Private Wealth Group sold 10,864 Barings Corporate Investors shares in Q2 2021, an estimated $151K.
  • Sage Private Wealth Group first reported a position in Barings Corporate Investors in Q1 2021 and held it in 1 quarter.
  • Sage Private Wealth Group's Barings Corporate Investors position peaked at $151K in Q1 2021.
  • 44 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q2 2021.

Based on Sage Private Wealth Group's 13F filing for Q2 2021, filed 16 Aug 2021.