FGC
MFIC icon

Financial Gravity Companies’s MidCap Financial Investment MFIC Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$0 Buy
+23
New +$350 ﹤0.01% 1461
2018
Q1 		$2K Buy
123
+60
+95% +$996 ﹤0.01% 972
2017
Q4 		$1K Buy
+63
New +$1.13K ﹤0.01% 1161

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Financial Gravity Companies's MFIC Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in MidCap Financial Investment (MFIC) in Q4 2018: 23 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1461 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in MFIC as recently as Q1 2018.

Financial Gravity Companies first reported a position in MFIC in Q4 2017 and has held it in 3 quarters since. The position peaked at $2K in Q1 2018. 166 funds tracked by Wall St. Rank hold MFIC as of Q4 2018.

  • Financial Gravity Companies held 23 shares of MidCap Financial Investment worth $0 as of Q4 2018.
  • MidCap Financial Investment was a new Financial Gravity Companies position in Q4 2018.
  • MidCap Financial Investment made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1461 holding.
  • Financial Gravity Companies first reported a position in MidCap Financial Investment in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's MidCap Financial Investment position peaked at $2K in Q1 2018.
  • 166 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.