JIR
MFIC icon

James Investment Research’s MidCap Financial Investment MFIC Stock Holding History

James Investment Research’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
2017
Q3 		– Sell
-62,098
Closed -$1.19M – 783
2017
Q2 		$1.19M Buy
+62,098
New +$1.21M 0.04% 369

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

James Investment Research's MFIC Position: Q3 2017 in Review

James Investment Research sold out of MidCap Financial Investment (MFIC) in Q3 2017, closing a stake of 62,098 shares — an estimated $1.19M sold.

James Investment Research first reported a position in MFIC in Q2 2017 and held it in 1 quarter. The position peaked at $1.19M in Q2 2017. 189 funds tracked by Wall St. Rank hold MFIC as of Q3 2017.

  • James Investment Research reported no remaining MidCap Financial Investment position as of Q3 2017 after selling out during the quarter.
  • James Investment Research sold 62,098 MidCap Financial Investment shares in Q3 2017, an estimated $1.19M.
  • James Investment Research first reported a position in MidCap Financial Investment in Q2 2017 and held it in 1 quarter.
  • James Investment Research's MidCap Financial Investment position peaked at $1.19M in Q2 2017.
  • 189 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2017.

Based on James Investment Research's 13F filing for Q3 2017, filed 13 Oct 2017.