KI
MFIC icon

Koch Industries’s MidCap Financial Investment MFIC Stock Holding History

Koch Industries’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
Q2 		– Sell
-11,463
Closed -$180K – 382
2018
Q1 		$180K Buy
11,463
+4,808
+72% +$79.8K 0.02% 823
2017
Q4 		$113K Sell
6,655
-3,550
-35% -$63.7K 0.02% 648
2017
Q3 		$188K Buy
+10,205
New +$190K 0.04% 430
2017
Q1 		– Sell
-9,422
Closed -$166K – 281
2016
Q4 		$166K Buy
+9,422
New +$169K 0.38% 55

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Koch Industries's MFIC Position: Q2 2018 in Review

Koch Industries sold out of MidCap Financial Investment (MFIC) in Q2 2018, closing a stake of 11,463 shares — an estimated $180K sold.

Koch Industries first reported a position in MFIC in Q4 2016 and held it in 4 quarters. The position peaked at $188K in Q3 2017. 189 funds tracked by Wall St. Rank hold MFIC as of Q2 2018.

  • Koch Industries reported no remaining MidCap Financial Investment position as of Q2 2018 after selling out during the quarter.
  • Koch Industries sold 11,463 MidCap Financial Investment shares in Q2 2018, an estimated $180K.
  • Koch Industries first reported a position in MidCap Financial Investment in Q4 2016 and held it in 4 quarters.
  • Koch Industries's MidCap Financial Investment position peaked at $188K in Q3 2017.
  • 189 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.