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

Capital 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
2019 Q4	–	Sell	-833	Closed	-$13K	–	972
2019 Q3	$13K	Hold	833	–	–	﹤0.01%	918
2019 Q2	$14K	Hold	833	–	–	﹤0.01%	874
2019 Q1	$13K	Hold	833	–	–	﹤0.01%	784
2018 Q4	$10K	Buy	+833	New	+$12.7K	﹤0.01%	809

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

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

Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Capital Investment Advisory Services's MFIC Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of MidCap Financial Investment (MFIC) in Q4 2019, closing a stake of 833 shares — an estimated $13K sold.

Capital Investment Advisory Services first reported a position in MFIC in Q4 2018 and held it in 4 quarters. The position peaked at $14K in Q2 2019. 150 funds tracked by Wall St. Rank hold MFIC as of Q4 2019.

Capital Investment Advisory Services reported no remaining MidCap Financial Investment position as of Q4 2019 after selling out during the quarter.
Capital Investment Advisory Services sold 833 MidCap Financial Investment shares in Q4 2019, an estimated $13K.
Capital Investment Advisory Services first reported a position in MidCap Financial Investment in Q4 2018 and held it in 4 quarters.
Capital Investment Advisory Services's MidCap Financial Investment position peaked at $14K in Q2 2019.
150 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.