Mariner Wealth Advisors (NYC)’s MidCap Financial Investment MFIC Stock Holding History

Mariner Wealth Advisors (NYC)’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
2015 Q1	$33K	Buy	+1,438	New	+$32.4K	0.02%	217

Other funds holding MFIC

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s MFIC Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in MidCap Financial Investment (MFIC) in Q1 2015: 1,438 shares worth $33K. The stake represents 0.02% of the portfolio and ranks #217 among its holdings.

207 funds tracked by Wall St. Rank hold MFIC as of Q1 2015.

Mariner Wealth Advisors (NYC) held 1,438 shares of MidCap Financial Investment worth $33K as of Q1 2015.
MidCap Financial Investment was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
MidCap Financial Investment made up 0.02% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #217 holding.
207 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.