TWA
MCI

Tandem Wealth Advisors’s Barings Corporate Investors MCI Stock Holding History

Tandem Wealth Advisors’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
2023
Q1 		– Sell
-943
Closed -$13.2K – 64
2022
Q4 		$13.2K Buy
+943
New +$12.7K 0.01% 76

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
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tandem Wealth Advisors's MCI Position: Q1 2023 in Review

Tandem Wealth Advisors sold out of Barings Corporate Investors (MCI) in Q1 2023, closing a stake of 943 shares — an estimated $13.2K sold.

Tandem Wealth Advisors first reported a position in MCI in Q4 2022 and held it in 1 quarter. The position peaked at $13.2K in Q4 2022. 52 funds tracked by Wall St. Rank hold MCI as of Q1 2023.

  • Tandem Wealth Advisors reported no remaining Barings Corporate Investors position as of Q1 2023 after selling out during the quarter.
  • Tandem Wealth Advisors sold 943 Barings Corporate Investors shares in Q1 2023, an estimated $13.2K.
  • Tandem Wealth Advisors first reported a position in Barings Corporate Investors in Q4 2022 and held it in 1 quarter.
  • Tandem Wealth Advisors's Barings Corporate Investors position peaked at $13.2K in Q4 2022.
  • 52 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q1 2023.

Based on Tandem Wealth Advisors's 13F filing for Q1 2023, filed 7 Jul 2023.