BRF
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B. Riley Financial’s MidCap Financial Investment MFIC Stock Holding History

B. Riley Financial’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
-16,002
Closed -$261K – 159
2018
Q3 		$261K Sell
16,002
-67
-0.4% -$1.14K 0.07% 156
2018
Q2 		$269K Sell
16,069
-133
-0.8% -$2.21K 0.07% 245
2018
Q1 		$254K Buy
16,202
+133
+0.8% +$2.21K 0.07% 239
2017
Q4 		$273K Hold
16,069
– – 0.07% 238
2017
Q3 		$295K Hold
16,069
– – 0.08% 221
2017
Q2 		$308K Hold
16,069
– – 0.08% 176
2017
Q1 		$316K Sell
16,069
-38
-0.2% -$704 0.16% 118
2016
Q4 		$283K Hold
16,107
– – 0.19% 89
2016
Q3 		$280K Sell
16,107
-1,536
-9% -$26.9K 0.18% 83
2016
Q2 		$293K Buy
17,643
+53
+0.3% +$888 0.17% 79
2016
Q1 		$293K Buy
17,590
+54
+0.3% +$834 0.22% 68
2015
Q4 		$275K Buy
+17,536
New +$300K 0.2% 84

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
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

B. Riley Financial's MFIC Position: Q4 2018 in Review

B. Riley Financial sold out of MidCap Financial Investment (MFIC) in Q4 2018, closing a stake of 16,002 shares — an estimated $261K sold.

B. Riley Financial first reported a position in MFIC in Q4 2015 and held it in 12 quarters. The position peaked at $316K in Q1 2017. 166 funds tracked by Wall St. Rank hold MFIC as of Q4 2018.

  • B. Riley Financial reported no remaining MidCap Financial Investment position as of Q4 2018 after selling out during the quarter.
  • B. Riley Financial sold 16,002 MidCap Financial Investment shares in Q4 2018, an estimated $261K.
  • B. Riley Financial first reported a position in MidCap Financial Investment in Q4 2015 and held it in 12 quarters.
  • B. Riley Financial's MidCap Financial Investment position peaked at $316K in Q1 2017.
  • 166 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2018.

Based on B. Riley Financial's 13F filing for Q4 2018, filed 7 Feb 2019.