Founders Financial Securities’s MidCap Financial Investment MFIC Stock Holding History

Founders Financial Securities’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 Q3	–	Sell	-5,243	Closed	-$88K	–	102
2018 Q2	$88K	Sell	5,243 -483	-8%	-$8.03K	0.03%	89
2018 Q1	$90K	Buy	5,726 +47	+0.8%	+$781	0.03%	98
2017 Q4	$96K	Sell	5,679 -419	-7%	-$7.51K	0.03%	92
2017 Q3	$112K	Sell	6,098 -486	-7%	-$9.04K	0.04%	88
2017 Q2	$126K	Sell	6,584 -205	-3%	-$3.99K	0.05%	94
2017 Q1	$134K	Buy	+6,789	New	+$126K	0.05%	88

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PFMOSF

Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

Founders Financial Securities's MFIC Position: Q3 2018 in Review

Founders Financial Securities sold out of MidCap Financial Investment (MFIC) in Q3 2018, closing a stake of 5,243 shares — an estimated $88K sold.

Founders Financial Securities first reported a position in MFIC in Q1 2017 and held it in 6 quarters. The position peaked at $134K in Q1 2017. 186 funds tracked by Wall St. Rank hold MFIC as of Q3 2018.

Founders Financial Securities reported no remaining MidCap Financial Investment position as of Q3 2018 after selling out during the quarter.
Founders Financial Securities sold 5,243 MidCap Financial Investment shares in Q3 2018, an estimated $88K.
Founders Financial Securities first reported a position in MidCap Financial Investment in Q1 2017 and held it in 6 quarters.
Founders Financial Securities's MidCap Financial Investment position peaked at $134K in Q1 2017.
186 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2018.

Based on Founders Financial Securities's 13F filing for Q3 2018, filed 17 Oct 2018.