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Acorn Wealth Advisors’s MidCap Financial Investment MFIC Stock Holding History

Acorn Wealth Advisors’s Portfolio MFIC Stock Details MFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-977
Closed -$16K – 313
2018
Q2 		$16K Hold
977
– – 0.01% 430
2018
Q1 		$16K Buy
977
+44
+5% +$731 0.01% 427
2017
Q4 		$16K Buy
+933
New +$16.7K 0.01% 412

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

Acorn Wealth Advisors's MFIC Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of MidCap Financial Investment (MFIC) in Q3 2018, closing a stake of 977 shares — an estimated $16K sold.

Acorn Wealth Advisors first reported a position in MFIC in Q4 2017 and held it in 3 quarters. The position peaked at $16K in Q2 2018. 186 funds tracked by Wall St. Rank hold MFIC as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining MidCap Financial Investment position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 977 MidCap Financial Investment shares in Q3 2018, an estimated $16K.
  • Acorn Wealth Advisors first reported a position in MidCap Financial Investment in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's MidCap Financial Investment position peaked at $16K in Q2 2018.
  • 186 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.