Mariner Independent Advisor Network’s MidCap Financial Investment MFIC Stock Holding History

Mariner Independent Advisor Network’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
2020 Q2	–	Sell	-64,026	Closed	-$385K	–	352
2020 Q1	$385K	Sell	64,026 -7,314	-10%	-$109K	0.03%	301
2019 Q4	$1.25M	Sell	71,340 -1,070	-1%	-$17.6K	0.09%	228
2019 Q3	$1.15M	Sell	72,410 -3,683	-5%	-$60.2K	0.09%	239
2019 Q2	$1.21M	Buy	76,093 +527	+0.7%	+$8.28K	0.09%	214
2019 Q1	$1.16M	Sell	75,566 -1	-0%	-$15	0.1%	213
2018 Q4	$1.08M	Buy	+75,567	New	+$1.15M	0.1%	219
2018 Q2	–	Sell	-13,326	Closed	-$208K	–	257
2018 Q1	$208K	Hold	13,326	–	–	0.01%	326
2017 Q4	$227K	Buy	+13,326	New	+$239K	0.02%	279

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Mariner Independent Advisor Network's MFIC Position: Q2 2020 in Review

Mariner Independent Advisor Network sold out of MidCap Financial Investment (MFIC) in Q2 2020, closing a stake of 64,026 shares — an estimated $385K sold.

Mariner Independent Advisor Network first reported a position in MFIC in Q4 2017 and held it in 8 quarters. The position peaked at $1.25M in Q4 2019. 136 funds tracked by Wall St. Rank hold MFIC as of Q2 2020.

Mariner Independent Advisor Network reported no remaining MidCap Financial Investment position as of Q2 2020 after selling out during the quarter.
Mariner Independent Advisor Network sold 64,026 MidCap Financial Investment shares in Q2 2020, an estimated $385K.
Mariner Independent Advisor Network first reported a position in MidCap Financial Investment in Q4 2017 and held it in 8 quarters.
Mariner Independent Advisor Network's MidCap Financial Investment position peaked at $1.25M in Q4 2019.
136 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2020.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2020, filed 3 Aug 2020.