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	–	897
2024 Q2	$7.68K	Buy	+507	New	+$7.77K	﹤0.01%	605
2021 Q1	–	Sell	-233	Closed	-$3.08K	–	1070
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 $10.5B AUM 30.38% 1-Year Est. Return

AMH

Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

AAM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Plante Moran Financial Advisors's MFIC Position: Q3 2024 in Review

Plante Moran Financial Advisors sold out of MidCap Financial Investment (MFIC) in Q3 2024, closing a stake of 507 shares — an estimated $7.68K sold.

Plante Moran Financial Advisors first reported a position in MFIC in Q1 2014 and held it in 8 quarters. The position peaked at $162K in Q1 2017. 176 funds tracked by Wall St. Rank hold MFIC as of Q3 2024.

Plante Moran Financial Advisors reported no remaining MidCap Financial Investment position as of Q3 2024 after selling out during the quarter.
Plante Moran Financial Advisors sold 507 MidCap Financial Investment shares in Q3 2024, an estimated $7.68K.
Plante Moran Financial Advisors first reported a position in MidCap Financial Investment in Q1 2014 and held it in 8 quarters.
Plante Moran Financial Advisors's MidCap Financial Investment position peaked at $162K in Q1 2017.
176 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.