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Atria Investments’s MidCap Financial Investment MFIC Stock Holding History

Atria Investments’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
Q1 		– Sell
-11,485
Closed -$201K – 938
2019
Q4 		$201K Buy
+11,485
New +$189K 0.01% 1154
2019
Q3 		– Sell
-11,731
Closed -$188K – 932
2019
Q2 		$188K Buy
+11,731
New +$184K 0.01% 916
2019
Q1 		– Sell
-13,024
Closed -$161K – 999
2018
Q4 		$161K Buy
13,024
+868
+7% +$13.2K 0.01% 836
2018
Q3 		$198K Sell
12,156
-2,410
-17% -$41.1K 0.01% 943
2018
Q2 		$243K Buy
14,566
+1,568
+12% +$26.1K 0.01% 815
2018
Q1 		$204K Buy
12,998
+3,049
+31% +$50.6K 0.01% 814
2017
Q4 		$169K Buy
9,949
+1,891
+23% +$33.9K 0.01% 785
2017
Q3 		$148K Buy
8,058
+2,700
+50% +$50.2K 0.01% 767
2017
Q2 		$103K Buy
+5,358
New +$104K 0.01% 734
2016
Q1 		– Sell
-15,364
Closed -$238K – 469
2015
Q4 		$238K Buy
15,364
+3,358
+28% +$57.5K 0.03% 355
2015
Q3 		$197K Buy
12,006
+250
+2% +$4.95K 0.03% 328
2015
Q2 		$250K Sell
11,756
-1,063
-8% -$24.6K 0.03% 342
2015
Q1 		$295K Buy
12,819
+1,426
+13% +$32.1K 0.03% 322
2014
Q4 		$254K Buy
11,393
+3,329
+41% +$79.7K 0.03% 362
2014
Q3 		$198K Buy
+8,064
New +$209K 0.02% 444

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Atria Investments's MFIC Position: Q1 2020 in Review

Atria Investments sold out of MidCap Financial Investment (MFIC) in Q1 2020, closing a stake of 11,485 shares — an estimated $201K sold.

Atria Investments first reported a position in MFIC in Q3 2014 and held it in 15 quarters. The position peaked at $295K in Q1 2015. 148 funds tracked by Wall St. Rank hold MFIC as of Q1 2020.

  • Atria Investments reported no remaining MidCap Financial Investment position as of Q1 2020 after selling out during the quarter.
  • Atria Investments sold 11,485 MidCap Financial Investment shares in Q1 2020, an estimated $201K.
  • Atria Investments first reported a position in MidCap Financial Investment in Q3 2014 and held it in 15 quarters.
  • Atria Investments's MidCap Financial Investment position peaked at $295K in Q1 2015.
  • 148 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2020.

Based on Atria Investments's 13F filing for Q1 2020, filed 15 May 2020.