Golden State Wealth Management’s MidCap Financial Investment MFIC Stock Holding History

Golden State Wealth 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
2020 Q4	–	Sell	-5,920	Closed	-$49K	–	345
2020 Q3	$49K	Buy	+5,920	New	+$54.8K	0.02%	330
2020 Q2	–	Sell	-15,964	Closed	-$108K	–	661
2020 Q1	$108K	Buy	+15,964	New	+$238K	0.05%	240
2019 Q4	–	Sell	-15,933	Closed	-$256K	–	587
2019 Q3	$256K	Buy	15,933 +13,600	+583%	+$222K	0.08%	173
2019 Q2	$36K	Hold	2,333	–	–	0.01%	527
2019 Q1	$35K	Buy	+2,333	New	+$35K	0.01%	522

Other funds holding MFIC

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

AMH

Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Golden State Wealth Management's MFIC Position: Q4 2020 in Review

Golden State Wealth Management sold out of MidCap Financial Investment (MFIC) in Q4 2020, closing a stake of 5,920 shares — an estimated $49K sold.

Golden State Wealth Management first reported a position in MFIC in Q1 2019 and held it in 5 quarters. The position peaked at $256K in Q3 2019. 133 funds tracked by Wall St. Rank hold MFIC as of Q4 2020.

Golden State Wealth Management reported no remaining MidCap Financial Investment position as of Q4 2020 after selling out during the quarter.
Golden State Wealth Management sold 5,920 MidCap Financial Investment shares in Q4 2020, an estimated $49K.
Golden State Wealth Management first reported a position in MidCap Financial Investment in Q1 2019 and held it in 5 quarters.
Golden State Wealth Management's MidCap Financial Investment position peaked at $256K in Q3 2019.
133 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2020.

Based on Golden State Wealth Management's 13F filing for Q4 2020, filed 28 Jan 2021.