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Edge Wealth Management’s MidCap Financial Investment MFIC Stock Holding History

Edge Wealth Management’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
Q4 		– Sell
-153
Closed -$1K – 426
2020
Q3 		$1K Sell
153
-666
-81% -$6.16K ﹤0.01% 406
2020
Q2 		$8K Hold
819
– – ﹤0.01% 495
2020
Q1 		$6K Hold
819
– – ﹤0.01% 451
2019
Q4 		$14K Hold
819
– – ﹤0.01% 383
2019
Q3 		$13K Hold
819
– – ﹤0.01% 382
2019
Q2 		$13K Hold
819
– – ﹤0.01% 391
2019
Q1 		$12K Hold
819
– – ﹤0.01% 386
2018
Q4 		$10K Sell
819
-1,624
-66% -$24.7K ﹤0.01% 398
2018
Q3 		$40K Buy
2,443
+42
+2% +$716 0.01% 281
2018
Q2 		$40K Buy
2,401
+42
+2% +$698 0.01% 271
2018
Q1 		$37K Buy
2,359
+39
+2% +$648 0.01% 252
2017
Q4 		$39K Hold
2,320
– – 0.01% 244
2017
Q3 		$42K Hold
2,320
– – 0.01% 235
2017
Q2 		$45K Hold
2,320
– – 0.01% 228
2017
Q1 		$45K Hold
2,320
– – 0.02% 214
2016
Q4 		$41K Hold
2,320
– – 0.02% 204
2016
Q3 		$40K Sell
2,320
-433
-16% -$7.59K 0.02% 199
2016
Q2 		$46K Sell
2,753
-233
-8% -$3.9K 0.02% 182
2016
Q1 		$50K Sell
2,986
-17,942
-86% -$277K 0.02% 175
2015
Q4 		$331K Buy
20,928
+2,433
+13% +$41.6K 0.12% 94
2015
Q3 		$304K Buy
18,495
+1,128
+6% +$22.3K 0.11% 83
2015
Q2 		$373K Sell
17,367
-453
-3% -$10.5K 0.13% 74
2015
Q1 		$412K Buy
17,820
+13,110
+278% +$295K 0.14% 73
2014
Q4 		$105K Buy
4,710
+4,257
+940% +$102K 0.04% 136
2014
Q3 		$11K Buy
453
+153
+51% +$3.96K ﹤0.01% 302
2014
Q2 		$8K Buy
300
+217
+261% +$5.35K ﹤0.01% 305
2014
Q1 		$2K Hold
83
– – ﹤0.01% 366
2013
Q4 		$2K Hold
83
– – ﹤0.01% 323
2013
Q3 		$2K Hold
83
– – ﹤0.01% 301
2013
Q2 		$2K Buy
+83
New +$2.07K ﹤0.01% 287

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Edge Wealth Management's MFIC Position: Q4 2020 in Review

Edge Wealth Management sold out of MidCap Financial Investment (MFIC) in Q4 2020, closing a stake of 153 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in MFIC in Q2 2013 and held it in 30 quarters. The position peaked at $412K in Q1 2015. 133 funds tracked by Wall St. Rank hold MFIC as of Q4 2020.

  • Edge Wealth Management reported no remaining MidCap Financial Investment position as of Q4 2020 after selling out during the quarter.
  • Edge Wealth Management sold 153 MidCap Financial Investment shares in Q4 2020, an estimated $1K.
  • Edge Wealth Management first reported a position in MidCap Financial Investment in Q2 2013 and held it in 30 quarters.
  • Edge Wealth Management's MidCap Financial Investment position peaked at $412K in Q1 2015.
  • 133 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2020.

Based on Edge Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.