Signature Wealth Management Group’s Barings Corporate Investors MCI Stock Holding History

Signature Wealth Management 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
2018 Q4	–	Sell	-590	Closed	-$9K	–	203
2018 Q3	$9K	Hold	590	–	–	0.01%	196
2018 Q2	$9K	Hold	590	–	–	0.01%	194
2018 Q1	$9K	Hold	590	–	–	0.01%	189
2017 Q4	$9K	Buy	+590	New	+$9.28K	0.01%	197

Other funds holding MCI

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

HCM

Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Signature Wealth Management Group's MCI Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Barings Corporate Investors (MCI) in Q4 2018, closing a stake of 590 shares — an estimated $9K sold.

Signature Wealth Management Group first reported a position in MCI in Q4 2017 and held it in 4 quarters. The position peaked at $9K in Q3 2018. 49 funds tracked by Wall St. Rank hold MCI as of Q4 2018.

Signature Wealth Management Group reported no remaining Barings Corporate Investors position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 590 Barings Corporate Investors shares in Q4 2018, an estimated $9K.
Signature Wealth Management Group first reported a position in Barings Corporate Investors in Q4 2017 and held it in 4 quarters.
Signature Wealth Management Group's Barings Corporate Investors position peaked at $9K in Q3 2018.
49 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.