Coastal Bridge Advisors’s MidCap Financial Investment MFIC Stock Holding History

Coastal Bridge 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
2020 Q3	–	Sell	-12,515	Closed	-$120K	–	142
2020 Q2	$120K	Buy	12,515 +196	+2%	+$1.77K	0.04%	134
2020 Q1	$83K	Buy	12,319 +1,261	+11%	+$18.8K	0.03%	133
2019 Q4	$193K	Sell	11,058 -2,308	-17%	-$38.1K	0.05%	119
2019 Q3	$215K	Buy	+13,366	New	+$218K	0.07%	125
2018 Q4	–	Sell	-5,931	Closed	-$97K	–	139
2018 Q3	$97K	Hold	5,931	–	–	0.04%	131
2018 Q2	$99K	Hold	5,931	–	–	0.04%	130
2018 Q1	$93K	Hold	5,931	–	–	0.03%	132
2017 Q4	$102K	Hold	5,931	–	–	0.03%	129
2017 Q3	$109K	Hold	5,931	–	–	0.04%	121
2017 Q2	$114K	Sell	5,931 -20	-0.3%	-$389	0.04%	106
2017 Q1	$117K	Hold	5,951	–	–	0.04%	87
2016 Q4	$105K	Buy	+5,951	New	+$107K	0.04%	82

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Coastal Bridge Advisors's MFIC Position: Q3 2020 in Review

Coastal Bridge Advisors sold out of MidCap Financial Investment (MFIC) in Q3 2020, closing a stake of 12,515 shares — an estimated $120K sold.

Coastal Bridge Advisors first reported a position in MFIC in Q4 2016 and held it in 12 quarters. The position peaked at $215K in Q3 2019. 115 funds tracked by Wall St. Rank hold MFIC as of Q3 2020.

Coastal Bridge Advisors reported no remaining MidCap Financial Investment position as of Q3 2020 after selling out during the quarter.
Coastal Bridge Advisors sold 12,515 MidCap Financial Investment shares in Q3 2020, an estimated $120K.
Coastal Bridge Advisors first reported a position in MidCap Financial Investment in Q4 2016 and held it in 12 quarters.
Coastal Bridge Advisors's MidCap Financial Investment position peaked at $215K in Q3 2019.
115 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2020.

Based on Coastal Bridge Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.