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IPG Investment Advisors’s MidCap Financial Investment MFIC Stock Holding History

IPG Investment Advisors’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
2016
Q1 		– Sell
-4,189
Closed -$65.6K – 125
2015
Q4 		$65.6K Hold
4,189
– – 0.03% 118
2015
Q3 		$68.9K Hold
4,189
– – 0.03% 123
2015
Q2 		$89K Hold
4,189
– – 0.03% 124
2015
Q1 		$96.4K Buy
4,189
+4
+0.1% +$90 0.04% 123
2014
Q4 		$93.2K Buy
4,185
+93
+2% +$2.23K 0.04% 118
2014
Q3 		$100K Buy
+4,092
New +$106K 0.04% 103

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

IPG Investment Advisors's MFIC Position: Q1 2016 in Review

IPG Investment Advisors sold out of MidCap Financial Investment (MFIC) in Q1 2016, closing a stake of 4,189 shares — an estimated $65.6K sold.

IPG Investment Advisors first reported a position in MFIC in Q3 2014 and held it in 6 quarters. The position peaked at $100K in Q3 2014. 194 funds tracked by Wall St. Rank hold MFIC as of Q1 2016.

  • IPG Investment Advisors reported no remaining MidCap Financial Investment position as of Q1 2016 after selling out during the quarter.
  • IPG Investment Advisors sold 4,189 MidCap Financial Investment shares in Q1 2016, an estimated $65.6K.
  • IPG Investment Advisors first reported a position in MidCap Financial Investment in Q3 2014 and held it in 6 quarters.
  • IPG Investment Advisors's MidCap Financial Investment position peaked at $100K in Q3 2014.
  • 194 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2016.

Based on IPG Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.