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

Evercore 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 Q2	–	Sell	-20,933	Closed	-$141K	–	379
2020 Q1	$141K	Hold	20,933	–	–	﹤0.01%	349
2019 Q4	$365K	Hold	20,933	–	–	0.01%	321
2019 Q3	$337K	Buy	+20,933	New	+$342K	0.01%	316
2018 Q1	–	Sell	-933	Closed	-$16K	–	621
2017 Q4	$16K	Hold	933	–	–	﹤0.01%	757
2017 Q3	$17K	Hold	933	–	–	﹤0.01%	732
2017 Q2	$18K	Hold	933	–	–	﹤0.01%	739
2017 Q1	$18K	Hold	933	–	–	﹤0.01%	770
2016 Q4	$16K	Hold	933	–	–	﹤0.01%	779
2016 Q3	$16K	Hold	933	–	–	﹤0.01%	809
2016 Q2	$16K	Hold	933	–	–	﹤0.01%	792
2016 Q1	$16K	Hold	933	–	–	﹤0.01%	753
2015 Q4	$15K	Hold	933	–	–	﹤0.01%	810
2015 Q3	$15K	Hold	933	–	–	﹤0.01%	787
2015 Q2	$20K	Hold	933	–	–	﹤0.01%	794
2015 Q1	$21K	Hold	933	–	–	﹤0.01%	778
2014 Q4	$21K	Hold	933	–	–	﹤0.01%	663
2014 Q3	$23K	Hold	933	–	–	﹤0.01%	715
2014 Q2	$24K	Hold	933	–	–	﹤0.01%	711
2014 Q1	$23K	Hold	933	–	–	﹤0.01%	724
2013 Q4	$24K	Hold	933	–	–	﹤0.01%	656
2013 Q3	$23K	Hold	933	–	–	﹤0.01%	665
2013 Q2	$22K	Buy	+933	New	+$23.3K	﹤0.01%	647

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Evercore Wealth Management's MFIC Position: Q2 2020 in Review

Evercore Wealth Management sold out of MidCap Financial Investment (MFIC) in Q2 2020, closing a stake of 20,933 shares — an estimated $141K sold.

Evercore Wealth Management first reported a position in MFIC in Q2 2013 and held it in 22 quarters. The position peaked at $365K in Q4 2019. 136 funds tracked by Wall St. Rank hold MFIC as of Q2 2020.

Evercore Wealth Management reported no remaining MidCap Financial Investment position as of Q2 2020 after selling out during the quarter.
Evercore Wealth Management sold 20,933 MidCap Financial Investment shares in Q2 2020, an estimated $141K.
Evercore Wealth Management first reported a position in MidCap Financial Investment in Q2 2013 and held it in 22 quarters.
Evercore Wealth Management's MidCap Financial Investment position peaked at $365K in Q4 2019.
136 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2020.

Based on Evercore Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.