MCI — BARINGS CORPORATE INVS COM

Ownership history in Global Wealth Strategies & Associates  ·  4 quarters on record

This page tracks every 13F SEC filing in which Global Wealth Strategies & Associates reported a position in BARINGS CORPORATE INVS COM (MCI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.55% (2025 Q1)
Avg. % of fund
1.33%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 246,111 +15,489 +6.7% 1.11% $4.5M $18.15
2025 Q3 ADDED 230,622 +4,551 +2.0% 1.23% $4.8M $19.94
2025 Q2 ADDED 226,071 +7,312 +3.3% 1.40% $4.9M $20.42
2025 Q1 INITIATED 218,759 — — 1.55% $5.1M $21.69
% of Fund (quarterly)    MCI price (monthly, adj. close)

Other funds also holding MCI

As of 2025 Q4 — sorted by position size

BHK Investment Advisors, LLC 3Y 7Y 2.21% Curbstone Financial Management Corp 3Y 7Y 1.02% CALDWELL SUTTER CAPITAL, INC. 3Y 0.65% Future Financial Wealth Managment LLC 3Y 0.64% Sky Investment Group LLC 3Y 7Y 0.51% TSP Capital Management Group, LLC 3Y 7Y 0.38% Secure Asset Management, LLC 3Y 0.34% MGB Wealth Management, LLC 0.13% Mayfair Advisory Group, LLC 3Y 0.08% PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 3Y 0.08%
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