Wealthfront’s Barings Corporate Investors MCI Stock Holding History

Wealthfront’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
2014 Q3	–	Sell	-5	Closed	–	–	699
2014 Q2	$0	Buy	+5	New	+$76	﹤0.01%	615

Other funds holding MCI

Main Street Research Lakeville, Connecticut $1.72B AUM 48.78% 1-Year Est. Return

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Bank of America

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

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

Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return

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

Dumont & Blake Investment Advisors Princeton, New Jersey $400M AUM 21.87% 1-Year Est. Return

MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return

Wealthfront's MCI Position: Q3 2014 in Review

Wealthfront sold out of Barings Corporate Investors (MCI) in Q3 2014, closing a stake of 5 shares.

Wealthfront first reported a position in MCI in Q2 2014 and held it in 1 quarter. The position peaked at $0 in Q2 2014. 39 funds tracked by Wall St. Rank hold MCI as of Q3 2014.

Wealthfront reported no remaining Barings Corporate Investors position as of Q3 2014 after selling out during the quarter.
Wealthfront sold 5 Barings Corporate Investors shares in Q3 2014.
Wealthfront first reported a position in Barings Corporate Investors in Q2 2014 and held it in 1 quarter.
Wealthfront's Barings Corporate Investors position peaked at $0 in Q2 2014.
39 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q3 2014.

Based on Wealthfront's 13F filing for Q3 2014, filed 14 Nov 2014.