Focused Wealth Management’s MidCap Financial Investment MFIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-181
| Closed | -$2.48K | – | 643 |
|
|
2023
Q4 | $2.48K | Hold |
181
| – | – | ﹤0.01% | 743 |
|
|
2023
Q3 | $2.49K | Hold |
181
| – | – | ﹤0.01% | 740 |
|
|
2023
Q2 | $2.27K | Hold |
181
| – | – | ﹤0.01% | 788 |
|
|
2023
Q1 | $2.06K | Hold |
181
| – | – | ﹤0.01% | 792 |
|
|
2022
Q4 | $2.06K | Hold |
181
| – | – | ﹤0.01% | 773 |
|
|
2022
Q3 | $2K | Hold |
181
| – | – | ﹤0.01% | 762 |
|
|
2022
Q2 | $2K | Hold |
181
| – | – | ﹤0.01% | 742 |
|
|
2022
Q1 | $2K | Hold |
181
| – | – | ﹤0.01% | 795 |
|
|
2021
Q4 | $2K | Hold |
181
| – | – | ﹤0.01% | 813 |
|
|
2021
Q3 | $2K | Hold |
181
| – | – | ﹤0.01% | 818 |
|
|
2021
Q2 | $2K | Hold |
181
| – | – | ﹤0.01% | 822 |
|
|
2021
Q1 | $2K | Hold |
181
| – | – | ﹤0.01% | 813 |
|
|
2020
Q4 | $2K | Hold |
181
| – | – | ﹤0.01% | 742 |
|
|
2020
Q3 | $1K | Hold |
181
| – | – | ﹤0.01% | 738 |
|
|
2020
Q2 | $2K | Hold |
181
| – | – | ﹤0.01% | 680 |
|
|
2020
Q1 | $1K | Hold |
181
| – | – | ﹤0.01% | 663 |
|
|
2019
Q4 | $3K | Hold |
181
| – | – | ﹤0.01% | 624 |
|
|
2019
Q3 | $3K | Hold |
181
| – | – | ﹤0.01% | 614 |
|
|
2019
Q2 | $3K | Hold |
181
| – | – | ﹤0.01% | 645 |
|
|
2019
Q1 | $3K | Hold |
181
| – | – | ﹤0.01% | 601 |
|
|
2018
Q4 | $2K | Sell |
181
-1
| -0.5% | -$15 | ﹤0.01% | 619 |
|
|
2018
Q3 | $3K | Hold |
182
| – | – | ﹤0.01% | 565 |
|
|
2018
Q2 | $3K | Hold |
182
| – | – | ﹤0.01% | 560 |
|
|
2018
Q1 | $3K | Hold |
182
| – | – | ﹤0.01% | 601 |
|
|
2017
Q4 | $3K | Hold |
182
| – | – | ﹤0.01% | 589 |
|
|
2017
Q3 | $3K | Hold |
182
| – | – | ﹤0.01% | 561 |
|
|
2017
Q2 | $3K | Hold |
182
| – | – | ﹤0.01% | 605 |
|
|
2017
Q1 | $4K | Hold |
182
| – | – | ﹤0.01% | 568 |
|
|
2016
Q4 | $3K | Hold |
182
| – | – | ﹤0.01% | 591 |
|
|
2016
Q3 | $3K | Hold |
182
| – | – | ﹤0.01% | 573 |
|
|
2016
Q2 | $3K | Hold |
182
| – | – | ﹤0.01% | 568 |
|
|
2016
Q1 | $3K | Sell |
182
-250
| -58% | -$3.86K | ﹤0.01% | 530 |
|
|
2015
Q4 | $7K | Hold |
432
| – | – | ﹤0.01% | 460 |
|
|
2015
Q3 | $7K | Hold |
432
| – | – | ﹤0.01% | 451 |
|
|
2015
Q2 | $9K | Sell |
432
-741
| -63% | -$17.2K | 0.01% | 421 |
|
|
2015
Q1 | $27K | Sell |
1,173
-134
| -10% | -$3.02K | 0.02% | 277 |
|
|
2014
Q4 | $29K | Buy |
1,307
+1,125
| +618% | +$26.9K | 0.02% | 258 |
|
|
2014
Q3 | $4K | Hold |
182
| – | – | ﹤0.01% | 544 |
|
|
2014
Q2 | $5K | Hold |
182
| – | – | ﹤0.01% | 511 |
|
|
2014
Q1 | $5K | Hold |
182
| – | – | ﹤0.01% | 485 |
|
|
2013
Q4 | $5K | Hold |
182
| – | – | ﹤0.01% | 478 |
|
|
2013
Q3 | $4K | Buy |
+182
| New | +$4.42K | ﹤0.01% | 475 |
|
Other funds holding MFIC
TIM
AMH
NRCM
Focused Wealth Management's MFIC Position: Q1 2024 in Review
Focused Wealth Management sold out of MidCap Financial Investment (MFIC) in Q1 2024, closing a stake of 181 shares — an estimated $2.48K sold.
Focused Wealth Management first reported a position in MFIC in Q3 2013 and held it in 42 quarters. The position peaked at $29K in Q4 2014. 128 funds tracked by Wall St. Rank hold MFIC as of Q1 2024.
- Focused Wealth Management reported no remaining MidCap Financial Investment position as of Q1 2024 after selling out during the quarter.
- Focused Wealth Management sold 181 MidCap Financial Investment shares in Q1 2024, an estimated $2.48K.
- Focused Wealth Management first reported a position in MidCap Financial Investment in Q3 2013 and held it in 42 quarters.
- Focused Wealth Management's MidCap Financial Investment position peaked at $29K in Q4 2014.
- 128 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2024.
Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.