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

B. Riley Wealth Management’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
2021
Q2 		– Sell
-10,391
Closed -$143K – 453
2021
Q1 		$143K Sell
10,391
-4,249
-29% -$56.1K 0.02% 404
2020
Q4 		$156K Buy
+14,640
New +$142K 0.02% 349
2014
Q4 		– Sell
-1,300
Closed -$31K – 1055
2014
Q3 		$31K Buy
+1,300
New +$33.7K 0.02% 512

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

B. Riley Wealth Management's MFIC Position: Q2 2021 in Review

B. Riley Wealth Management sold out of MidCap Financial Investment (MFIC) in Q2 2021, closing a stake of 10,391 shares — an estimated $143K sold.

B. Riley Wealth Management first reported a position in MFIC in Q3 2014 and held it in 3 quarters. The position peaked at $156K in Q4 2020. 127 funds tracked by Wall St. Rank hold MFIC as of Q2 2021.

  • B. Riley Wealth Management reported no remaining MidCap Financial Investment position as of Q2 2021 after selling out during the quarter.
  • B. Riley Wealth Management sold 10,391 MidCap Financial Investment shares in Q2 2021, an estimated $143K.
  • B. Riley Wealth Management first reported a position in MidCap Financial Investment in Q3 2014 and held it in 3 quarters.
  • B. Riley Wealth Management's MidCap Financial Investment position peaked at $156K in Q4 2020.
  • 127 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2021.

Based on B. Riley Wealth Management's 13F filing for Q2 2021, filed 12 Aug 2021.