Avantax Planning Partners’s MidCap Financial Investment MFIC Stock Holding History

Avantax Planning Partners’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 Q4	–	Sell	-889	Closed	-$15K	–	836
2018 Q3	$15K	Buy	+889	New	+$15.1K	﹤0.01%	776
2018 Q2	–	Sell	-9,778	Closed	-$153K	–	967
2018 Q1	$153K	Sell	9,778 -860	-8%	-$14.3K	0.01%	336
2017 Q4	$181K	Sell	10,638 -1,084	-9%	-$19.4K	0.02%	299
2017 Q3	$215K	Buy	11,722 +151	+1%	+$2.81K	0.02%	348
2017 Q2	$222K	Buy	11,571 +10	+0.1%	+$194	0.02%	313
2017 Q1	$228K	Buy	11,561 +250	+2%	+$4.63K	0.02%	294
2016 Q4	$199K	Buy	+11,311	New	+$203K	0.02%	298

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

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

Muzinich & Co New York $286M AUM 21.05% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Avantax Planning Partners's MFIC Position: Q4 2018 in Review

Avantax Planning Partners sold out of MidCap Financial Investment (MFIC) in Q4 2018, closing a stake of 889 shares — an estimated $15K sold.

Avantax Planning Partners first reported a position in MFIC in Q4 2016 and held it in 7 quarters. The position peaked at $228K in Q1 2017. 166 funds tracked by Wall St. Rank hold MFIC as of Q4 2018.

Avantax Planning Partners reported no remaining MidCap Financial Investment position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 889 MidCap Financial Investment shares in Q4 2018, an estimated $15K.
Avantax Planning Partners first reported a position in MidCap Financial Investment in Q4 2016 and held it in 7 quarters.
Avantax Planning Partners's MidCap Financial Investment position peaked at $228K in Q1 2017.
166 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.