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Beacon Investment Advisory Services’s MidCap Financial Investment MFIC Stock Holding History

Beacon Investment Advisory Services’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
-4,000
Closed -$73K – 260
2017
Q3 		$73K Buy
+4,000
New +$74.4K 0.01% 265

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
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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 $1.52B AUM 12.97% 1-Year Est. Return

Beacon Investment Advisory Services's MFIC Position: Q4 2017 in Review

Beacon Investment Advisory Services sold out of MidCap Financial Investment (MFIC) in Q4 2017, closing a stake of 4,000 shares — an estimated $73K sold.

Beacon Investment Advisory Services first reported a position in MFIC in Q3 2017 and held it in 1 quarter. The position peaked at $73K in Q3 2017. 206 funds tracked by Wall St. Rank hold MFIC as of Q4 2017.

  • Beacon Investment Advisory Services reported no remaining MidCap Financial Investment position as of Q4 2017 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 4,000 MidCap Financial Investment shares in Q4 2017, an estimated $73K.
  • Beacon Investment Advisory Services first reported a position in MidCap Financial Investment in Q3 2017 and held it in 1 quarter.
  • Beacon Investment Advisory Services's MidCap Financial Investment position peaked at $73K in Q3 2017.
  • 206 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2017.

Based on Beacon Investment Advisory Services's 13F filing for Q4 2017, filed 2 Feb 2018.