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BB&T Securities’s MidCap Financial Investment MFIC Stock Holding History

BB&T Securities’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
2017
Q4 		– Sell
-4,340
Closed -$79K – 1493
2017
Q3 		$79K Sell
4,340
-590
-12% -$11K ﹤0.01% 1370
2017
Q2 		$94K Buy
+4,930
New +$95.9K ﹤0.01% 1352
2017
Q1 		– Sell
-5,730
Closed -$99K – 1280
2016
Q4 		$99K Hold
5,730
– – ﹤0.01% 1186
2016
Q3 		$99K Sell
5,730
-3,146
-35% -$55.1K ﹤0.01% 1194
2016
Q2 		$147K Buy
8,876
+3,576
+67% +$59.9K ﹤0.01% 1159
2016
Q1 		$88K Sell
5,300
-333
-6% -$5.14K ﹤0.01% 1136
2015
Q4 		$88K Sell
5,633
-5,189
-48% -$88.8K ﹤0.01% 1122
2015
Q3 		$177K Sell
10,822
-2,273
-17% -$45K ﹤0.01% 1020
2015
Q2 		$278K Sell
13,095
-164
-1% -$3.8K 0.01% 926
2015
Q1 		$305K Sell
13,259
-14,835
-53% -$334K 0.01% 873
2014
Q4 		$625K Buy
28,094
+10,392
+59% +$249K 0.01% 623
2014
Q3 		$434K Buy
17,702
+4,784
+37% +$124K 0.01% 731
2014
Q2 		$334K Buy
12,918
+1,265
+11% +$31.2K 0.01% 787
2014
Q1 		$291K Sell
11,653
-1,317
-10% -$34K 0.01% 752
2013
Q4 		$330K Buy
12,970
+2,800
+28% +$72K 0.01% 691
2013
Q3 		$249K Buy
10,170
+803
+9% +$19.5K 0.01% 714
2013
Q2 		$218K Buy
+9,367
New +$234K 0.01% 720

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

BB&T Securities's MFIC Position: Q4 2017 in Review

BB&T Securities sold out of MidCap Financial Investment (MFIC) in Q4 2017, closing a stake of 4,340 shares — an estimated $79K sold.

BB&T Securities first reported a position in MFIC in Q2 2013 and held it in 17 quarters. The position peaked at $625K in Q4 2014. 206 funds tracked by Wall St. Rank hold MFIC as of Q4 2017.

  • BB&T Securities reported no remaining MidCap Financial Investment position as of Q4 2017 after selling out during the quarter.
  • BB&T Securities sold 4,340 MidCap Financial Investment shares in Q4 2017, an estimated $79K.
  • BB&T Securities first reported a position in MidCap Financial Investment in Q2 2013 and held it in 17 quarters.
  • BB&T Securities's MidCap Financial Investment position peaked at $625K in Q4 2014.
  • 206 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2017.

Based on BB&T Securities's 13F filing for Q4 2017, filed 15 Feb 2018.