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Capital Market Strategies’s MidCap Financial Investment MFIC Stock Holding History

Capital Market Strategies’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
2024
Q4 		– Sell
-18,276
Closed -$245K – 163
2024
Q3 		$245K Buy
+18,276
New +$258K 0.15% 130

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Capital Market Strategies's MFIC Position: Q4 2024 in Review

Capital Market Strategies sold out of MidCap Financial Investment (MFIC) in Q4 2024, closing a stake of 18,276 shares — an estimated $245K sold.

Capital Market Strategies first reported a position in MFIC in Q3 2024 and held it in 1 quarter. The position peaked at $245K in Q3 2024. 172 funds tracked by Wall St. Rank hold MFIC as of Q4 2024.

  • Capital Market Strategies reported no remaining MidCap Financial Investment position as of Q4 2024 after selling out during the quarter.
  • Capital Market Strategies sold 18,276 MidCap Financial Investment shares in Q4 2024, an estimated $245K.
  • Capital Market Strategies first reported a position in MidCap Financial Investment in Q3 2024 and held it in 1 quarter.
  • Capital Market Strategies's MidCap Financial Investment position peaked at $245K in Q3 2024.
  • 172 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2024.

Based on Capital Market Strategies's 13F filing for Q4 2024, filed 6 Jan 2025.