BDO Wealth Advisors’s MidCap Financial Investment MFIC Stock Holding History

BDO Wealth Advisors’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
2019 Q2	–	Sell	-171	Closed	-$3K	–	658
2019 Q1	$3K	Buy	171 +6	+4%	+$90	﹤0.01%	544
2018 Q4	$2K	Buy	165 +4	+2%	+$61	﹤0.01%	499
2018 Q3	$3K	Buy	161 +4	+3%	+$68	﹤0.01%	534
2018 Q2	$3K	Buy	157 +4	+3%	+$66	﹤0.01%	550
2018 Q1	$2K	Buy	+153	New	+$2.54K	﹤0.01%	515
2017 Q3	–	Sell	-142	Closed	-$3K	–	505
2017 Q2	$3K	Buy	+142	New	+$2.76K	﹤0.01%	476

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

BDO Wealth Advisors's MFIC Position: Q2 2019 in Review

BDO Wealth Advisors sold out of MidCap Financial Investment (MFIC) in Q2 2019, closing a stake of 171 shares — an estimated $3K sold.

BDO Wealth Advisors first reported a position in MFIC in Q2 2017 and held it in 6 quarters. The position peaked at $3K in Q1 2019. 149 funds tracked by Wall St. Rank hold MFIC as of Q2 2019.

BDO Wealth Advisors reported no remaining MidCap Financial Investment position as of Q2 2019 after selling out during the quarter.
BDO Wealth Advisors sold 171 MidCap Financial Investment shares in Q2 2019, an estimated $3K.
BDO Wealth Advisors first reported a position in MidCap Financial Investment in Q2 2017 and held it in 6 quarters.
BDO Wealth Advisors's MidCap Financial Investment position peaked at $3K in Q1 2019.
149 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2019.

Based on BDO Wealth Advisors's 13F filing for Q2 2019, filed 9 Aug 2019.