Realta Investment Advisors’s MidCap Financial Investment MFIC Stock Holding History

Realta Investment 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
2020 Q1	–	Sell	-133	Closed	-$2K	–	953
2019 Q4	$2K	Hold	133	–	–	﹤0.01%	1484
2019 Q3	$2K	Sell	133 -36	-21%	-$588	﹤0.01%	1504
2019 Q2	$2K	Buy	169 +36	+27%	+$566	﹤0.01%	1568
2019 Q1	$2K	Buy	+133	New	+$2K	﹤0.01%	1221

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Realta Investment Advisors's MFIC Position: Q1 2020 in Review

Realta Investment Advisors sold out of MidCap Financial Investment (MFIC) in Q1 2020, closing a stake of 133 shares — an estimated $2K sold.

Realta Investment Advisors first reported a position in MFIC in Q1 2019 and held it in 4 quarters. The position peaked at $2K in Q4 2019. 148 funds tracked by Wall St. Rank hold MFIC as of Q1 2020.

Realta Investment Advisors reported no remaining MidCap Financial Investment position as of Q1 2020 after selling out during the quarter.
Realta Investment Advisors sold 133 MidCap Financial Investment shares in Q1 2020, an estimated $2K.
Realta Investment Advisors first reported a position in MidCap Financial Investment in Q1 2019 and held it in 4 quarters.
Realta Investment Advisors's MidCap Financial Investment position peaked at $2K in Q4 2019.
148 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.