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

EPG 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
Q1 		– Sell
-134
Closed -$2K – 832
2019
Q4 		$2K Buy
+134
New +$2.21K ﹤0.01% 609

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

EPG Wealth Management's MFIC Position: Q1 2020 in Review

EPG Wealth Management sold out of MidCap Financial Investment (MFIC) in Q1 2020, closing a stake of 134 shares — an estimated $2K sold.

EPG Wealth Management first reported a position in MFIC in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 148 funds tracked by Wall St. Rank hold MFIC as of Q1 2020.

  • EPG Wealth Management reported no remaining MidCap Financial Investment position as of Q1 2020 after selling out during the quarter.
  • EPG Wealth Management sold 134 MidCap Financial Investment shares in Q1 2020, an estimated $2K.
  • EPG Wealth Management first reported a position in MidCap Financial Investment in Q4 2019 and held it in 1 quarter.
  • EPG Wealth Management's MidCap Financial Investment position peaked at $2K in Q4 2019.
  • 148 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2020.

Based on EPG Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.