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Benjamin F. Edwards & Company’s MidCap Financial Investment MFIC Stock Holding History

Benjamin F. Edwards & Company’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
2015
Q3 		– Sell
-817
Closed -$17K – 1169
2015
Q2 		$17K Sell
817
-96
-11% -$2.22K ﹤0.01% 813
2015
Q1 		$21K Hold
913
– – ﹤0.01% 752
2014
Q4 		$20K Buy
+913
New +$21.9K ﹤0.01% 673

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Benjamin F. Edwards & Company's MFIC Position: Q3 2015 in Review

Benjamin F. Edwards & Company sold out of MidCap Financial Investment (MFIC) in Q3 2015, closing a stake of 817 shares — an estimated $17K sold.

Benjamin F. Edwards & Company first reported a position in MFIC in Q4 2014 and held it in 3 quarters. The position peaked at $21K in Q1 2015. 201 funds tracked by Wall St. Rank hold MFIC as of Q3 2015.

  • Benjamin F. Edwards & Company reported no remaining MidCap Financial Investment position as of Q3 2015 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 817 MidCap Financial Investment shares in Q3 2015, an estimated $17K.
  • Benjamin F. Edwards & Company first reported a position in MidCap Financial Investment in Q4 2014 and held it in 3 quarters.
  • Benjamin F. Edwards & Company's MidCap Financial Investment position peaked at $21K in Q1 2015.
  • 201 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2015.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2015, filed 16 Oct 2015.