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Patten Group’s MidCap Financial Investment MFIC Stock Holding History

Patten Group’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
2018
Q1 		– Sell
-100
Closed -$1.66K – 592
2017
Q4 		$2K Buy
+100
New +$1.79K ﹤0.01% 585

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
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Patten Group's MFIC Position: Q1 2018 in Review

Patten Group sold out of MidCap Financial Investment (MFIC) in Q1 2018, closing a stake of 100 shares — an estimated $1.66K sold.

Patten Group first reported a position in MFIC in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 194 funds tracked by Wall St. Rank hold MFIC as of Q1 2018.

  • Patten Group reported no remaining MidCap Financial Investment position as of Q1 2018 after selling out during the quarter.
  • Patten Group sold 100 MidCap Financial Investment shares in Q1 2018, an estimated $1.66K.
  • Patten Group first reported a position in MidCap Financial Investment in Q4 2017 and held it in 1 quarter.
  • Patten Group's MidCap Financial Investment position peaked at $2K in Q4 2017.
  • 194 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2018.

Based on Patten Group's 13F filing for Q1 2018, filed 11 May 2018.