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

Burt 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
2016 Q2	–	Sell	-83	Closed	-$1K	–	506
2016 Q1	$1K	Buy	+83	New	+$1.28K	﹤0.01%	528

Other funds holding MFIC

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Burt Wealth Advisors's MFIC Position: Q2 2016 in Review

Burt Wealth Advisors sold out of MidCap Financial Investment (MFIC) in Q2 2016, closing a stake of 83 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in MFIC in Q1 2016 and held it in 1 quarter. The position peaked at $1K in Q1 2016. 191 funds tracked by Wall St. Rank hold MFIC as of Q2 2016.

Burt Wealth Advisors reported no remaining MidCap Financial Investment position as of Q2 2016 after selling out during the quarter.
Burt Wealth Advisors sold 83 MidCap Financial Investment shares in Q2 2016, an estimated $1K.
Burt Wealth Advisors first reported a position in MidCap Financial Investment in Q1 2016 and held it in 1 quarter.
Burt Wealth Advisors's MidCap Financial Investment position peaked at $1K in Q1 2016.
191 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.