Cetera Advisors’s MidCap Financial Investment MFIC Stock Holding History

Cetera 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
2024 Q1	$161K	Buy	+10,695	New	+$152K	﹤0.01%	2259
2018 Q4	–	Sell	-12,584	Closed	-$204K	–	917
2018 Q3	$204K	Buy	12,584 +3,814	+43%	+$65K	0.01%	881
2018 Q2	$148K	Buy	8,770 +42	+0.5%	+$698	0.01%	819
2018 Q1	$136K	Buy	8,728 +5,104	+141%	+$84.8K	0.01%	735
2017 Q4	$62K	Buy	+3,624	New	+$65K	﹤0.01%	752

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

NRCM

Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Advisors's MFIC Position: Q1 2024 in Review

Cetera Advisors opened a new position in MidCap Financial Investment (MFIC) in Q1 2024: 10,695 shares worth $161K. The stake represents ﹤0.01% of the portfolio and ranks #2259 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in MFIC as recently as Q3 2018.

Cetera Advisors first reported a position in MFIC in Q4 2017 and has held it in 5 quarters since. The position peaked at $204K in Q3 2018. 128 funds tracked by Wall St. Rank hold MFIC as of Q1 2024.

Cetera Advisors held 10,695 shares of MidCap Financial Investment worth $161K as of Q1 2024.
MidCap Financial Investment was a new Cetera Advisors position in Q1 2024.
MidCap Financial Investment made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2259 holding.
Cetera Advisors first reported a position in MidCap Financial Investment in Q4 2017 and has held it in 5 quarters since.
Cetera Advisors's MidCap Financial Investment position peaked at $204K in Q3 2018.
128 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.