Claraphi Advisory Network’s MidCap Financial Investment MFIC Stock Holding History

Claraphi Advisory Network’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 Q3	–	Sell	-13,841	Closed	-$219K	–	419
2019 Q2	$219K	Sell	13,841 -197	-1%	-$3.1K	0.13%	198
2019 Q1	$213K	Sell	14,038 -2,577	-16%	-$38.7K	0.13%	198
2018 Q4	$206K	Buy	+16,615	New	+$253K	0.16%	183

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

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

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

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

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

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

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

Claraphi Advisory Network's MFIC Position: Q3 2019 in Review

Claraphi Advisory Network sold out of MidCap Financial Investment (MFIC) in Q3 2019, closing a stake of 13,841 shares — an estimated $219K sold.

Claraphi Advisory Network first reported a position in MFIC in Q4 2018 and held it in 3 quarters. The position peaked at $219K in Q2 2019. 146 funds tracked by Wall St. Rank hold MFIC as of Q3 2019.

Claraphi Advisory Network reported no remaining MidCap Financial Investment position as of Q3 2019 after selling out during the quarter.
Claraphi Advisory Network sold 13,841 MidCap Financial Investment shares in Q3 2019, an estimated $219K.
Claraphi Advisory Network first reported a position in MidCap Financial Investment in Q4 2018 and held it in 3 quarters.
Claraphi Advisory Network's MidCap Financial Investment position peaked at $219K in Q2 2019.
146 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2019.

Based on Claraphi Advisory Network's 13F filing for Q3 2019, filed 8 Nov 2019.