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Bruderman Asset Management’s MidCap Financial Investment MFIC Stock Holding History

Bruderman Asset 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
2019
Q2 		– Sell
-3,400
Closed -$51K – 382
2019
Q1 		$51K Hold
3,400
– – 0.01% 267
2018
Q4 		$42K Sell
3,400
-647
-16% -$9.85K 0.01% 259
2018
Q3 		$66K Buy
4,047
+2,480
+158% +$42.3K 0.02% 175
2018
Q2 		$26K Hold
1,567
– – 0.01% 253
2018
Q1 		$25K Buy
+1,567
New +$26K 0.01% 258

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Bruderman Asset Management's MFIC Position: Q2 2019 in Review

Bruderman Asset Management sold out of MidCap Financial Investment (MFIC) in Q2 2019, closing a stake of 3,400 shares — an estimated $51K sold.

Bruderman Asset Management first reported a position in MFIC in Q1 2018 and held it in 5 quarters. The position peaked at $66K in Q3 2018. 149 funds tracked by Wall St. Rank hold MFIC as of Q2 2019.

  • Bruderman Asset Management reported no remaining MidCap Financial Investment position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 3,400 MidCap Financial Investment shares in Q2 2019, an estimated $51K.
  • Bruderman Asset Management first reported a position in MidCap Financial Investment in Q1 2018 and held it in 5 quarters.
  • Bruderman Asset Management's MidCap Financial Investment position peaked at $66K in Q3 2018.
  • 149 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.