Baystate Wealth Management’s MidCap Financial Investment MFIC Stock Holding History

Baystate 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
2023 Q4	$4.68K	Buy	+342	New	+$4.56K	﹤0.01%	906

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

NRCM

Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Baystate Wealth Management's MFIC Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in MidCap Financial Investment (MFIC) in Q4 2023: 342 shares worth $4.68K. The stake represents ﹤0.01% of the portfolio and ranks #906 among its holdings.

124 funds tracked by Wall St. Rank hold MFIC as of Q4 2023.

Baystate Wealth Management held 342 shares of MidCap Financial Investment worth $4.68K as of Q4 2023.
MidCap Financial Investment was a new Baystate Wealth Management position in Q4 2023.
MidCap Financial Investment made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #906 holding.
124 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.