QTR Family Wealth LLC Takes Position in Barings Participation Investors $MPV

QTR Family Wealth LLC purchased a new stake in Barings Participation Investors (NYSE:MPV) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 26,000 shares of the financial services provider’s stock, valued at approximately $524,000.

Several other large investors have also recently bought and sold shares of the business. Ameritas Advisory Services LLC acquired a new stake in Barings Participation Investors in the second quarter valued at $25,000. ST Germain D J Co. Inc. purchased a new position in shares of Barings Participation Investors in the 2nd quarter valued at about $27,000. Envestnet Asset Management Inc. purchased a new position in shares of Barings Participation Investors in the 2nd quarter valued at about $208,000. NewEdge Advisors LLC acquired a new stake in shares of Barings Participation Investors in the second quarter valued at about $297,000. Finally, Invesco Ltd. boosted its holdings in Barings Participation Investors by 0.9% during the second quarter. Invesco Ltd. now owns 125,390 shares of the financial services provider’s stock worth $2,522,000 after buying an additional 1,092 shares in the last quarter.

Barings Participation Investors Stock Performance

Shares of MPV opened at $19.36 on Tuesday. Barings Participation Investors has a twelve month low of $15.16 and a twelve month high of $21.00. The firm’s 50-day moving average is $18.89 and its two-hundred day moving average is $19.36.

Barings Participation Investors Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, January 16th. Investors of record on Tuesday, December 30th were paid a $0.37 dividend. This represents a $1.48 annualized dividend and a yield of 7.6%. The ex-dividend date of this dividend was Tuesday, December 30th.

Barings Participation Investors Profile

Barings Participation Investors is a closed ended fixed income mutual fund launched and managed by Barings LLC. The fund invests in the fixed income markets of the United States. It primarily invests in below-investment grade, long-term corporate debt obligations which are directly purchased from its issuers. The fund also seeks to invest in warrants, conversion rights, or other equity related instruments. It benchmarks the performance of its portfolio against Standard and Poor's Industrials Composite, Russell 2000 Index, Lehman Brothers U.S.