Advisory Alpha’s MidCap Financial Investment MFIC Stock Holding History

Advisory Alpha’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
2020 Q2	–	Sell	-1,670	Closed	-$12.5K	–	405
2020 Q1	$12.5K	Sell	1,670 -730	-30%	-$10.9K	﹤0.01%	378
2019 Q4	$42.1K	Hold	2,400	–	–	0.01%	302
2019 Q3	$37.4K	Buy	+2,400	New	+$39.2K	0.01%	279
2019 Q2	–	Sell	-2,400	Closed	-$37.8K	–	437
2019 Q1	$37.8K	Buy	+2,400	New	+$36K	0.01%	269

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Advisory Alpha's MFIC Position: Q2 2020 in Review

Advisory Alpha sold out of MidCap Financial Investment (MFIC) in Q2 2020, closing a stake of 1,670 shares — an estimated $12.5K sold.

Advisory Alpha first reported a position in MFIC in Q1 2019 and held it in 4 quarters. The position peaked at $42.1K in Q4 2019. 136 funds tracked by Wall St. Rank hold MFIC as of Q2 2020.

Advisory Alpha reported no remaining MidCap Financial Investment position as of Q2 2020 after selling out during the quarter.
Advisory Alpha sold 1,670 MidCap Financial Investment shares in Q2 2020, an estimated $12.5K.
Advisory Alpha first reported a position in MidCap Financial Investment in Q1 2019 and held it in 4 quarters.
Advisory Alpha's MidCap Financial Investment position peaked at $42.1K in Q4 2019.
136 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2020.

Based on Advisory Alpha's 13F filing for Q2 2020, filed 14 Aug 2020.