Money Concepts Capital’s MidCap Financial Investment MFIC Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-133	Closed	-$1.52K	–	1919
2022 Q4	$1.52K	Buy	+133	New	+$1.53K	﹤0.01%	2779
2022 Q2	–	Sell	-133	Closed	-$2K	–	2147
2022 Q1	$2K	Buy	+133	New	+$1.77K	﹤0.01%	2465

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

NRCM

Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Money Concepts Capital's MFIC Position: Q1 2023 in Review

Money Concepts Capital sold out of MidCap Financial Investment (MFIC) in Q1 2023, closing a stake of 133 shares — an estimated $1.52K sold.

Money Concepts Capital first reported a position in MFIC in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 124 funds tracked by Wall St. Rank hold MFIC as of Q1 2023.

Money Concepts Capital reported no remaining MidCap Financial Investment position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 133 MidCap Financial Investment shares in Q1 2023, an estimated $1.52K.
Money Concepts Capital first reported a position in MidCap Financial Investment in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's MidCap Financial Investment position peaked at $2K in Q1 2022.
124 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.