Baird Financial Group
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Baird Financial Group’s MidCap Financial Investment MFIC Stock Holding History

Baird Financial Group’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
Q2 		– Sell
-5,070
Closed -$79K – 1305
2018
Q1 		$79K Buy
5,070
+1,251
+33% +$20.8K ﹤0.01% 1236
2017
Q4 		$65K Sell
3,819
-7
-0.2% -$126 ﹤0.01% 1252
2017
Q3 		$70K Sell
3,826
-301
-7% -$5.6K ﹤0.01% 1221
2017
Q2 		$79K Sell
4,127
-184
-4% -$3.58K ﹤0.01% 1210
2017
Q1 		$85K Sell
4,311
-2
-0% -$37 ﹤0.01% 1202
2016
Q4 		$76K Sell
4,313
-348
-7% -$6.24K ﹤0.01% 1180
2016
Q3 		$81K Buy
4,661
+647
+16% +$11.3K ﹤0.01% 1180
2016
Q2 		$67K Buy
4,014
+267
+7% +$4.47K ﹤0.01% 1181
2016
Q1 		$62K Sell
3,747
-18,317
-83% -$283K ﹤0.01% 1200
2015
Q4 		$346K Sell
22,064
-1,303
-6% -$22.3K ﹤0.01% 1024
2015
Q3 		$384K Sell
23,367
-4,790
-17% -$94.8K ﹤0.01% 990
2015
Q2 		$598K Buy
+28,157
New +$652K 0.01% 897

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
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
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
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
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Baird Financial Group's MFIC Position: Q2 2018 in Review

Baird Financial Group sold out of MidCap Financial Investment (MFIC) in Q2 2018, closing a stake of 5,070 shares — an estimated $79K sold.

Baird Financial Group first reported a position in MFIC in Q2 2015 and held it in 12 quarters. The position peaked at $598K in Q2 2015. 189 funds tracked by Wall St. Rank hold MFIC as of Q2 2018.

  • Baird Financial Group reported no remaining MidCap Financial Investment position as of Q2 2018 after selling out during the quarter.
  • Baird Financial Group sold 5,070 MidCap Financial Investment shares in Q2 2018, an estimated $79K.
  • Baird Financial Group first reported a position in MidCap Financial Investment in Q2 2015 and held it in 12 quarters.
  • Baird Financial Group's MidCap Financial Investment position peaked at $598K in Q2 2015.
  • 189 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2018.

Based on Baird Financial Group's 13F filing for Q2 2018, filed 13 Aug 2018.