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Archford Capital Strategies’s MidCap Financial Investment MFIC Stock Holding History

Archford Capital Strategies’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
2014
Q3 		– Sell
-64
Closed -$1.64K – 782
2014
Q2 		$1.64K Hold
64
– – ﹤0.01% 722
2014
Q1 		$1.59K Buy
+64
New +$1.65K ﹤0.01% 674

Other funds holding MFIC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Archford Capital Strategies's MFIC Position: Q3 2014 in Review

Archford Capital Strategies sold out of MidCap Financial Investment (MFIC) in Q3 2014, closing a stake of 64 shares — an estimated $1.64K sold.

Archford Capital Strategies first reported a position in MFIC in Q1 2014 and held it in 2 quarters. The position peaked at $1.64K in Q2 2014. 217 funds tracked by Wall St. Rank hold MFIC as of Q3 2014.

  • Archford Capital Strategies reported no remaining MidCap Financial Investment position as of Q3 2014 after selling out during the quarter.
  • Archford Capital Strategies sold 64 MidCap Financial Investment shares in Q3 2014, an estimated $1.64K.
  • Archford Capital Strategies first reported a position in MidCap Financial Investment in Q1 2014 and held it in 2 quarters.
  • Archford Capital Strategies's MidCap Financial Investment position peaked at $1.64K in Q2 2014.
  • 217 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2014.

Based on Archford Capital Strategies's 13F filing for Q3 2014, filed 16 Oct 2014.