HI
MFIC icon

Horizon Investments’s MidCap Financial Investment MFIC Stock Holding History

Horizon Investments’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
Q3 		– Sell
-5,383
Closed -$90K – 282
2018
Q2 		$90K Sell
5,383
-483
-8% -$8.03K ﹤0.01% 235
2018
Q1 		$92K Buy
5,866
+47
+0.8% +$781 ﹤0.01% 190
2017
Q4 		$99K Sell
5,819
-419
-7% -$7.51K 0.01% 184
2017
Q3 		$114K Sell
6,238
-486
-7% -$9.04K 0.01% 154
2017
Q2 		$129K Sell
6,724
-197
-3% -$3.83K 0.01% 154
2017
Q1 		$136K Buy
+6,921
New +$128K 0.01% 146

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
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 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
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

Horizon Investments's MFIC Position: Q3 2018 in Review

Horizon Investments sold out of MidCap Financial Investment (MFIC) in Q3 2018, closing a stake of 5,383 shares — an estimated $90K sold.

Horizon Investments first reported a position in MFIC in Q1 2017 and held it in 6 quarters. The position peaked at $136K in Q1 2017. 186 funds tracked by Wall St. Rank hold MFIC as of Q3 2018.

  • Horizon Investments reported no remaining MidCap Financial Investment position as of Q3 2018 after selling out during the quarter.
  • Horizon Investments sold 5,383 MidCap Financial Investment shares in Q3 2018, an estimated $90K.
  • Horizon Investments first reported a position in MidCap Financial Investment in Q1 2017 and held it in 6 quarters.
  • Horizon Investments's MidCap Financial Investment position peaked at $136K in Q1 2017.
  • 186 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2018.

Based on Horizon Investments's 13F filing for Q3 2018, filed 14 Nov 2018.