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

Executive 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
2019
Q3 		– Sell
-233
Closed -$4K – 523
2019
Q2 		$4K Hold
233
– – ﹤0.01% 747
2019
Q1 		$4K Hold
233
– – ﹤0.01% 673
2018
Q4 		$3K Buy
+233
New +$3.55K ﹤0.01% 734

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Executive Wealth Management's MFIC Position: Q3 2019 in Review

Executive Wealth Management sold out of MidCap Financial Investment (MFIC) in Q3 2019, closing a stake of 233 shares — an estimated $4K sold.

Executive Wealth Management first reported a position in MFIC in Q4 2018 and held it in 3 quarters. The position peaked at $4K in Q2 2019. 146 funds tracked by Wall St. Rank hold MFIC as of Q3 2019.

  • Executive Wealth Management reported no remaining MidCap Financial Investment position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 233 MidCap Financial Investment shares in Q3 2019, an estimated $4K.
  • Executive Wealth Management first reported a position in MidCap Financial Investment in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's MidCap Financial Investment position peaked at $4K in Q2 2019.
  • 146 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.