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Plante Moran Financial Advisors’s MidCap Financial Investment MFIC Stock Holding History

Plante Moran Financial Advisors’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
2024
Q3 		– Sell
-507
Closed -$7.68K – 906
2024
Q2 		$7.68K Buy
+507
New +$7.77K ﹤0.01% 605
2021
Q2 		– Hold
0
– – – 1037
2021
Q1 		– Sell
-233
Closed -$3.08K – 1083
2020
Q4 		$2K Buy
+233
New +$2.26K ﹤0.01% 782
2017
Q4 		– Sell
-3,851
Closed -$71K – 906
2017
Q3 		$71K Buy
3,851
+2,518
+189% +$46.8K 0.04% 247
2017
Q2 		$26K Sell
1,333
-6,897
-84% -$134K 0.02% 436
2017
Q1 		$162K Buy
+8,230
New +$152K 0.1% 149
2014
Q4 		– Sell
-417
Closed -$10K – 836
2014
Q3 		$10K Hold
417
– – 0.01% 538
2014
Q2 		$11K Hold
417
– – 0.01% 505
2014
Q1 		$10K Buy
+417
New +$10.8K 0.01% 368

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 $5.99B AUM 23.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return