SWM
MCI

Spire Wealth Management’s Barings Corporate Investors MCI Stock Holding History

Spire Wealth Management’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
Q4 		– Sell
-1,200
Closed -$19K – 2975
2021
Q3 		$19K Hold
1,200
– – ﹤0.01% 1876
2021
Q2 		$18K Hold
1,200
– – ﹤0.01% 1917
2021
Q1 		$17K Buy
+1,200
New +$16.2K ﹤0.01% 2216

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
SIG
Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Spire Wealth Management's MCI Position: Q4 2021 in Review

Spire Wealth Management sold out of Barings Corporate Investors (MCI) in Q4 2021, closing a stake of 1,200 shares — an estimated $19K sold.

Spire Wealth Management first reported a position in MCI in Q1 2021 and held it in 3 quarters. The position peaked at $19K in Q3 2021. 46 funds tracked by Wall St. Rank hold MCI as of Q4 2021.

  • Spire Wealth Management reported no remaining Barings Corporate Investors position as of Q4 2021 after selling out during the quarter.
  • Spire Wealth Management sold 1,200 Barings Corporate Investors shares in Q4 2021, an estimated $19K.
  • Spire Wealth Management first reported a position in Barings Corporate Investors in Q1 2021 and held it in 3 quarters.
  • Spire Wealth Management's Barings Corporate Investors position peaked at $19K in Q3 2021.
  • 46 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q4 2021.

Based on Spire Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.