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Freedom Investment Management’s MidCap Financial Investment MFIC Stock Holding History

Freedom Investment 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
2018
Q4 		– Sell
-6,381
Closed -$105K – 852
2018
Q3 		$105K Sell
6,381
-31
-0.5% -$528 0.01% 884
2018
Q2 		$107K Sell
6,412
-296
-4% -$4.92K 0.01% 930
2018
Q1 		$105K Buy
6,708
+778
+13% +$12.9K 0.01% 1085
2017
Q4 		$101K Buy
5,930
+109
+2% +$1.96K 0.01% 1105
2017
Q3 		$107K Sell
5,821
-312
-5% -$5.8K 0.01% 1065
2017
Q2 		$118K Sell
6,133
-3,094
-34% -$60.2K 0.01% 1026
2017
Q1 		$182K Sell
9,227
-1,034
-10% -$19.2K 0.01% 981
2016
Q4 		$180K Sell
10,261
-2,494
-20% -$44.7K 0.01% 918
2016
Q3 		$222K Buy
12,755
+5,311
+71% +$93.1K 0.01% 772
2016
Q2 		$124K Buy
7,444
+918
+14% +$15.4K 0.01% 807
2016
Q1 		$109K Buy
6,526
+2,751
+73% +$42.5K 0.01% 790
2015
Q4 		$59K Buy
+3,775
New +$64.6K ﹤0.01% 765

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

Freedom Investment Management's MFIC Position: Q4 2018 in Review

Freedom Investment Management sold out of MidCap Financial Investment (MFIC) in Q4 2018, closing a stake of 6,381 shares — an estimated $105K sold.

Freedom Investment Management first reported a position in MFIC in Q4 2015 and held it in 12 quarters. The position peaked at $222K in Q3 2016. 166 funds tracked by Wall St. Rank hold MFIC as of Q4 2018.

  • Freedom Investment Management reported no remaining MidCap Financial Investment position as of Q4 2018 after selling out during the quarter.
  • Freedom Investment Management sold 6,381 MidCap Financial Investment shares in Q4 2018, an estimated $105K.
  • Freedom Investment Management first reported a position in MidCap Financial Investment in Q4 2015 and held it in 12 quarters.
  • Freedom Investment Management's MidCap Financial Investment position peaked at $222K in Q3 2016.
  • 166 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2018.

Based on Freedom Investment Management's 13F filing for Q4 2018, filed 25 Jan 2019.