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Gary Goldberg Planning Services’s MidCap Financial Investment MFIC Stock Holding History

Gary Goldberg Planning Services’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
2013
Q4 		– Sell
-317
Closed -$8K – 344
2013
Q3 		$8K Hold
317
– – ﹤0.01% 302
2013
Q2 		$7K Buy
+317
New +$7.91K ﹤0.01% 316

Other funds holding MFIC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gary Goldberg Planning Services's MFIC Position: Q4 2013 in Review

Gary Goldberg Planning Services sold out of MidCap Financial Investment (MFIC) in Q4 2013, closing a stake of 317 shares — an estimated $8K sold.

Gary Goldberg Planning Services first reported a position in MFIC in Q2 2013 and held it in 2 quarters. The position peaked at $8K in Q3 2013. 223 funds tracked by Wall St. Rank hold MFIC as of Q4 2013.

  • Gary Goldberg Planning Services reported no remaining MidCap Financial Investment position as of Q4 2013 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 317 MidCap Financial Investment shares in Q4 2013, an estimated $8K.
  • Gary Goldberg Planning Services first reported a position in MidCap Financial Investment in Q2 2013 and held it in 2 quarters.
  • Gary Goldberg Planning Services's MidCap Financial Investment position peaked at $8K in Q3 2013.
  • 223 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2013.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2013, filed 5 Feb 2014.