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Orion Portfolio Solutions’s MidCap Financial Investment MFIC Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-609
Closed -$6K – 1403
2020
Q2 		$6K Buy
609
+443
+267% +$4K ﹤0.01% 1398
2020
Q1 		$1K Sell
166
-147
-47% -$2.19K ﹤0.01% 1758
2019
Q4 		$5K Buy
+313
New +$5.16K ﹤0.01% 1263

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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Orion Portfolio Solutions's MFIC Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of MidCap Financial Investment (MFIC) in Q3 2020, closing a stake of 609 shares — an estimated $6K sold.

Orion Portfolio Solutions first reported a position in MFIC in Q4 2019 and held it in 3 quarters. The position peaked at $6K in Q2 2020. 115 funds tracked by Wall St. Rank hold MFIC as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining MidCap Financial Investment position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 609 MidCap Financial Investment shares in Q3 2020, an estimated $6K.
  • Orion Portfolio Solutions first reported a position in MidCap Financial Investment in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's MidCap Financial Investment position peaked at $6K in Q2 2020.
  • 115 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.