Advocacy Wealth Management Services’s MidCap Financial Investment MFIC Stock Holding History

Advocacy Wealth Management Services’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
2017 Q3	–	Sell	-667	Closed	-$13K	–	280
2017 Q2	$13K	Sell	667 -1,000	-60%	-$19.4K	﹤0.01%	164
2017 Q1	$33K	Hold	1,667	–	–	0.01%	108
2016 Q4	$29K	Buy	1,667 +167	+11%	+$2.99K	0.01%	111
2016 Q3	$26K	Hold	1,500	–	–	0.01%	170
2016 Q2	$25K	Sell	1,500 -117	-7%	-$1.96K	0.01%	206
2016 Q1	$27K	Hold	1,617	–	–	0.02%	253
2015 Q4	$25K	Buy	+1,617	New	+$27.7K	0.03%	245

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Advocacy Wealth Management Services's MFIC Position: Q3 2017 in Review

Advocacy Wealth Management Services sold out of MidCap Financial Investment (MFIC) in Q3 2017, closing a stake of 667 shares — an estimated $13K sold.

Advocacy Wealth Management Services first reported a position in MFIC in Q4 2015 and held it in 7 quarters. The position peaked at $33K in Q1 2017. 189 funds tracked by Wall St. Rank hold MFIC as of Q3 2017.

Advocacy Wealth Management Services reported no remaining MidCap Financial Investment position as of Q3 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 667 MidCap Financial Investment shares in Q3 2017, an estimated $13K.
Advocacy Wealth Management Services first reported a position in MidCap Financial Investment in Q4 2015 and held it in 7 quarters.
Advocacy Wealth Management Services's MidCap Financial Investment position peaked at $33K in Q1 2017.
189 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2017, filed 13 Oct 2017.