PVH
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Psagot Value Holdings’s MidCap Financial Investment MFIC Stock Holding History

Psagot Value Holdings’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
2016
Q2 		– Sell
-133
Closed -$2K – 390
2016
Q1 		$2K Buy
+133
New +$2.05K ﹤0.01% 363

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Psagot Value Holdings's MFIC Position: Q2 2016 in Review

Psagot Value Holdings sold out of MidCap Financial Investment (MFIC) in Q2 2016, closing a stake of 133 shares — an estimated $2K sold.

Psagot Value Holdings first reported a position in MFIC in Q1 2016 and held it in 1 quarter. The position peaked at $2K in Q1 2016. 191 funds tracked by Wall St. Rank hold MFIC as of Q2 2016.

  • Psagot Value Holdings reported no remaining MidCap Financial Investment position as of Q2 2016 after selling out during the quarter.
  • Psagot Value Holdings sold 133 MidCap Financial Investment shares in Q2 2016, an estimated $2K.
  • Psagot Value Holdings first reported a position in MidCap Financial Investment in Q1 2016 and held it in 1 quarter.
  • Psagot Value Holdings's MidCap Financial Investment position peaked at $2K in Q1 2016.
  • 191 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2016.

Based on Psagot Value Holdings's 13F filing for Q2 2016, filed 9 Aug 2016.