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Private Wealth Partners’s MidCap Financial Investment MFIC Stock Holding History

Private Wealth Partners’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
2019
Q1 		– Sell
-12,000
Closed -$149K – 118
2018
Q4 		$149K Buy
+12,000
New +$183K 0.03% 97

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Private Wealth Partners's MFIC Position: Q1 2019 in Review

Private Wealth Partners sold out of MidCap Financial Investment (MFIC) in Q1 2019, closing a stake of 12,000 shares — an estimated $149K sold.

Private Wealth Partners first reported a position in MFIC in Q4 2018 and held it in 1 quarter. The position peaked at $149K in Q4 2018. 153 funds tracked by Wall St. Rank hold MFIC as of Q1 2019.

  • Private Wealth Partners reported no remaining MidCap Financial Investment position as of Q1 2019 after selling out during the quarter.
  • Private Wealth Partners sold 12,000 MidCap Financial Investment shares in Q1 2019, an estimated $149K.
  • Private Wealth Partners first reported a position in MidCap Financial Investment in Q4 2018 and held it in 1 quarter.
  • Private Wealth Partners's MidCap Financial Investment position peaked at $149K in Q4 2018.
  • 153 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2019.

Based on Private Wealth Partners's 13F filing for Q1 2019, filed 2 May 2019.