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

Clarus 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
2019
Q1 		– Sell
-300
Closed -$4K – 712
2018
Q4 		$4K Hold
300
– – 0.01% 600
2018
Q3 		$5K Sell
300
-400
-57% -$6.82K ﹤0.01% 612
2018
Q2 		$11K Buy
+700
New +$11.6K 0.01% 515

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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Clarus Wealth Advisors's MFIC Position: Q1 2019 in Review

Clarus Wealth Advisors sold out of MidCap Financial Investment (MFIC) in Q1 2019, closing a stake of 300 shares — an estimated $4K sold.

Clarus Wealth Advisors first reported a position in MFIC in Q2 2018 and held it in 3 quarters. The position peaked at $11K in Q2 2018. 153 funds tracked by Wall St. Rank hold MFIC as of Q1 2019.

  • Clarus Wealth Advisors reported no remaining MidCap Financial Investment position as of Q1 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 300 MidCap Financial Investment shares in Q1 2019, an estimated $4K.
  • Clarus Wealth Advisors first reported a position in MidCap Financial Investment in Q2 2018 and held it in 3 quarters.
  • Clarus Wealth Advisors's MidCap Financial Investment position peaked at $11K in Q2 2018.
  • 153 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2019.

Based on Clarus Wealth Advisors's 13F filing for Q1 2019, filed 4 Apr 2019.