WFM
MCI

Wolff Financial Management’s Barings Corporate Investors MCI Stock Holding History

Wolff Financial 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
2025
Q2 		– Sell
-9,221
Closed -$216K – 101
2025
Q1 		$216K Buy
+9,221
New +$194K 0.06% 93

Other funds holding MCI

BIA
BHK Investment Advisors Birmingham, Alabama $299M AUM 13.28% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wolff Financial Management's MCI Position: Q2 2025 in Review

Wolff Financial Management sold out of Barings Corporate Investors (MCI) in Q2 2025, closing a stake of 9,221 shares — an estimated $216K sold.

Wolff Financial Management first reported a position in MCI in Q1 2025 and held it in 1 quarter. The position peaked at $216K in Q1 2025. 65 funds tracked by Wall St. Rank hold MCI as of Q2 2025.

  • Wolff Financial Management reported no remaining Barings Corporate Investors position as of Q2 2025 after selling out during the quarter.
  • Wolff Financial Management sold 9,221 Barings Corporate Investors shares in Q2 2025, an estimated $216K.
  • Wolff Financial Management first reported a position in Barings Corporate Investors in Q1 2025 and held it in 1 quarter.
  • Wolff Financial Management's Barings Corporate Investors position peaked at $216K in Q1 2025.
  • 65 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q2 2025.

Based on Wolff Financial Management's 13F filing for Q2 2025, filed 9 Jul 2025.