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Goodwin Investment Advisory’s MidCap Financial Investment MFIC Stock Holding History

Goodwin Investment Advisory’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
2023
Q1 		– Sell
-116
Closed -$1.32K – 164
2022
Q4 		$1.32K Hold
116
– – ﹤0.01% 202
2022
Q3 		$1K Buy
+116
New +$1.41K ﹤0.01% 210

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
NRCM
Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goodwin Investment Advisory's MFIC Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of MidCap Financial Investment (MFIC) in Q1 2023, closing a stake of 116 shares — an estimated $1.32K sold.

Goodwin Investment Advisory first reported a position in MFIC in Q3 2022 and held it in 2 quarters. The position peaked at $1.32K in Q4 2022. 124 funds tracked by Wall St. Rank hold MFIC as of Q1 2023.

  • Goodwin Investment Advisory reported no remaining MidCap Financial Investment position as of Q1 2023 after selling out during the quarter.
  • Goodwin Investment Advisory sold 116 MidCap Financial Investment shares in Q1 2023, an estimated $1.32K.
  • Goodwin Investment Advisory first reported a position in MidCap Financial Investment in Q3 2022 and held it in 2 quarters.
  • Goodwin Investment Advisory's MidCap Financial Investment position peaked at $1.32K in Q4 2022.
  • 124 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.