Gradient Investments’s MidCap Financial Investment MFIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-46
| Closed | -$1K | – | 1275 |
|
|
2021
Q4 | $1K | Buy |
+46
| New | +$604 | ﹤0.01% | 1161 |
|
|
2021
Q1 | – | Sell |
-880
| Closed | -$7K | – | 1227 |
|
|
2020
Q4 | $7K | Hold |
880
| – | – | ﹤0.01% | 757 |
|
|
2020
Q3 | $7K | Hold |
880
| – | – | ﹤0.01% | 763 |
|
|
2020
Q2 | $8K | Hold |
880
| – | – | ﹤0.01% | 681 |
|
|
2020
Q1 | $6K | Hold |
880
| – | – | ﹤0.01% | 750 |
|
|
2019
Q4 | $15K | Hold |
880
| – | – | ﹤0.01% | 614 |
|
|
2019
Q3 | $14K | Hold |
880
| – | – | ﹤0.01% | 588 |
|
|
2019
Q2 | $14K | Hold |
880
| – | – | ﹤0.01% | 579 |
|
|
2019
Q1 | $13K | Hold |
880
| – | – | ﹤0.01% | 513 |
|
|
2018
Q4 | $11K | Buy |
880
+587
| +200% | +$8.94K | ﹤0.01% | 561 |
|
|
2018
Q3 | $5K | Hold |
293
| – | – | ﹤0.01% | 740 |
|
|
2018
Q2 | $5K | Hold |
293
| – | – | ﹤0.01% | 726 |
|
|
2018
Q1 | $5K | Hold |
293
| – | – | ﹤0.01% | 729 |
|
|
2017
Q4 | $5K | Buy |
+293
| New | +$5.25K | ﹤0.01% | 697 |
|
|
2017
Q3 | – | Sell |
-293
| Closed | -$6K | – | 521 |
|
|
2017
Q2 | $6K | Hold |
293
| – | – | ﹤0.01% | 557 |
|
|
2017
Q1 | $6K | Hold |
293
| – | – | ﹤0.01% | 587 |
|
|
2016
Q4 | $5K | Hold |
293
| – | – | ﹤0.01% | 551 |
|
|
2016
Q3 | $5K | Hold |
293
| – | – | ﹤0.01% | 536 |
|
|
2016
Q2 | $5K | Hold |
293
| – | – | ﹤0.01% | 513 |
|
|
2016
Q1 | $5K | Hold |
293
| – | – | ﹤0.01% | 532 |
|
|
2015
Q4 | $5K | Hold |
293
| – | – | ﹤0.01% | 493 |
|
|
2015
Q3 | $5K | Hold |
293
| – | – | ﹤0.01% | 453 |
|
|
2015
Q2 | $6K | Sell |
293
-42
| -13% | -$973 | ﹤0.01% | 444 |
|
|
2015
Q1 | $8K | Buy |
335
+42
| +14% | +$947 | ﹤0.01% | 437 |
|
|
2014
Q4 | $7K | Hold |
293
| – | – | ﹤0.01% | 395 |
|
|
2014
Q3 | $7K | Hold |
293
| – | – | ﹤0.01% | 363 |
|
|
2014
Q2 | $8K | Hold |
293
| – | – | ﹤0.01% | 367 |
|
|
2014
Q1 | $7K | Hold |
293
| – | – | ﹤0.01% | 371 |
|
|
2013
Q4 | $7K | Hold |
293
| – | – | ﹤0.01% | 404 |
|
|
2013
Q3 | $7K | Hold |
293
| – | – | ﹤0.01% | 311 |
|
|
2013
Q2 | $7K | Buy |
+293
| New | +$7.31K | ﹤0.01% | 291 |
|
Other funds holding MFIC
TIM
AMH
Gradient Investments's MFIC Position: Q1 2022 in Review
Gradient Investments sold out of MidCap Financial Investment (MFIC) in Q1 2022, closing a stake of 46 shares — an estimated $1K sold.
Gradient Investments first reported a position in MFIC in Q2 2013 and held it in 31 quarters. The position peaked at $15K in Q4 2019. 129 funds tracked by Wall St. Rank hold MFIC as of Q1 2022.
- Gradient Investments reported no remaining MidCap Financial Investment position as of Q1 2022 after selling out during the quarter.
- Gradient Investments sold 46 MidCap Financial Investment shares in Q1 2022, an estimated $1K.
- Gradient Investments first reported a position in MidCap Financial Investment in Q2 2013 and held it in 31 quarters.
- Gradient Investments's MidCap Financial Investment position peaked at $15K in Q4 2019.
- 129 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2022.
Based on Gradient Investments's 13F filing for Q1 2022, filed 26 May 2022.