FA
MFIC icon

FMA Advisory’s MidCap Financial Investment MFIC Stock Holding History

FMA Advisory’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
2015
Q2 		$15K Buy
+710
New +$16.4K 0.01% 263

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FMA Advisory's MFIC Position: Q2 2015 in Review

FMA Advisory opened a new position in MidCap Financial Investment (MFIC) in Q2 2015: 710 shares worth $15K. The stake represents 0.01% of the portfolio and ranks #263 among its holdings.

204 funds tracked by Wall St. Rank hold MFIC as of Q2 2015.

  • FMA Advisory held 710 shares of MidCap Financial Investment worth $15K as of Q2 2015.
  • MidCap Financial Investment was a new FMA Advisory position in Q2 2015.
  • MidCap Financial Investment made up 0.01% of FMA Advisory's portfolio in Q2 2015, its #263 holding.
  • 204 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2015.

Based on FMA Advisory's 13F filing for Q2 2015, filed 17 Dec 2019.