JPTCCM
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J.P. Turner & Co Capital Management’s MidCap Financial Investment MFIC Stock Holding History

J.P. Turner & Co Capital 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
2015
Q3 		$304K Buy
18,234
+3,270
+22% +$64.7K 0.32% 108
2015
Q2 		$311K Buy
14,964
+9,932
+197% +$230K 0.24% 140
2015
Q1 		$116K Buy
+5,032
New +$113K 0.11% 182

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

J.P. Turner & Co Capital Management's MFIC Position: Q3 2015 in Review

J.P. Turner & Co Capital Management increased its MidCap Financial Investment (MFIC) stake by 22% in Q3 2015, buying an estimated $64.7K and bringing the position to 18,234 shares worth $304K. The position accounts for 0.32% of the portfolio, ranked #108.

J.P. Turner & Co Capital Management first reported a position in MFIC in Q1 2015 and has held it in 3 quarters since. The position peaked at $311K in Q2 2015. 201 funds tracked by Wall St. Rank hold MFIC as of Q3 2015.

  • J.P. Turner & Co Capital Management held 18,234 shares of MidCap Financial Investment worth $304K as of Q3 2015.
  • J.P. Turner & Co Capital Management bought 3,270 MidCap Financial Investment shares in Q3 2015, an estimated $64.7K.
  • MidCap Financial Investment made up 0.32% of J.P. Turner & Co Capital Management's portfolio in Q3 2015, its #108 holding.
  • J.P. Turner & Co Capital Management first reported a position in MidCap Financial Investment in Q1 2015 and has held it in 3 quarters since.
  • J.P. Turner & Co Capital Management's MidCap Financial Investment position peaked at $311K in Q2 2015.
  • 201 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2015.

Based on J.P. Turner & Co Capital Management's 13F filing for Q3 2015, filed 4 Nov 2015.