Koshinski Asset Management’s MidCap Financial Investment MFIC Stock Holding History

Koshinski Asset 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
2019 Q1	–	Sell	-22,927	Closed	-$284K	–	440
2018 Q4	$284K	Sell	22,927 -3,578	-13%	-$54.5K	0.07%	314
2018 Q3	$433K	Buy	26,505 +13,500	+104%	+$230K	0.06%	357
2018 Q2	$217K	Hold	13,005	–	–	0.07%	347
2018 Q1	$204K	Buy	+13,005	New	+$216K	0.06%	350
2017 Q1	–	Sell	-7,037	Closed	-$124K	–	332
2016 Q4	$124K	Sell	7,037 -1,992	-22%	-$35.7K	0.06%	284
2016 Q3	$157K	Buy	+9,029	New	+$158K	0.08%	275
2016 Q2	–	Sell	-8,882	Closed	-$148K	–	261
2016 Q1	$148K	Buy	8,882 +1,741	+24%	+$26.9K	0.1%	218
2015 Q4	$112K	Buy	7,141 +617	+9%	+$10.6K	0.08%	217
2015 Q3	$139K	Buy	+6,524	New	+$129K	0.09%	223

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Koshinski Asset Management's MFIC Position: Q1 2019 in Review

Koshinski Asset Management sold out of MidCap Financial Investment (MFIC) in Q1 2019, closing a stake of 22,927 shares — an estimated $284K sold.

Koshinski Asset Management first reported a position in MFIC in Q3 2015 and held it in 9 quarters. The position peaked at $433K in Q3 2018. 153 funds tracked by Wall St. Rank hold MFIC as of Q1 2019.

Koshinski Asset Management reported no remaining MidCap Financial Investment position as of Q1 2019 after selling out during the quarter.
Koshinski Asset Management sold 22,927 MidCap Financial Investment shares in Q1 2019, an estimated $284K.
Koshinski Asset Management first reported a position in MidCap Financial Investment in Q3 2015 and held it in 9 quarters.
Koshinski Asset Management's MidCap Financial Investment position peaked at $433K in Q3 2018.
153 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2019.

Based on Koshinski Asset Management's 13F filing for Q1 2019, filed 14 May 2019.