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Keystone Financial Group (Kentucky)’s MidCap Financial Investment MFIC Stock Holding History

Keystone Financial Group (Kentucky)’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
-4,038
Closed -$67K – 190
2018
Q2 		$67K Buy
4,038
+91
+2% +$1.51K 0.04% 168
2018
Q1 		$63K Hold
3,947
– – 0.04% 160
2017
Q4 		$68K Buy
+3,947
New +$70.8K 0.04% 128

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $496M AUM 39.04% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s MFIC Position: Q3 2018 in Review

Keystone Financial Group (Kentucky) sold out of MidCap Financial Investment (MFIC) in Q3 2018, closing a stake of 4,038 shares — an estimated $67K sold.

Keystone Financial Group (Kentucky) first reported a position in MFIC in Q4 2017 and held it in 3 quarters. The position peaked at $68K in Q4 2017. 186 funds tracked by Wall St. Rank hold MFIC as of Q3 2018.

  • Keystone Financial Group (Kentucky) reported no remaining MidCap Financial Investment position as of Q3 2018 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 4,038 MidCap Financial Investment shares in Q3 2018, an estimated $67K.
  • Keystone Financial Group (Kentucky) first reported a position in MidCap Financial Investment in Q4 2017 and held it in 3 quarters.
  • Keystone Financial Group (Kentucky)'s MidCap Financial Investment position peaked at $68K in Q4 2017.
  • 186 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2018.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q3 2018, filed 6 Nov 2018.