Sanders Morris Harris’s MidCap Financial Investment MFIC Stock Holding History

Sanders Morris Harris’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 Q4	–	Sell	-43	Closed	-$749K	–	145
2016 Q3	$749K	Sell	43 -42,498	-100%	-$745K	0.23%	64
2016 Q2	$707K	Buy	42,541 +121	+0.3%	+$2.03K	0.16%	123
2016 Q1	$1K	Buy	+42,420	New	+$655K	﹤0.01%	321

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 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

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

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Sanders Morris Harris's MFIC Position: Q4 2016 in Review

Sanders Morris Harris sold out of MidCap Financial Investment (MFIC) in Q4 2016, closing a stake of 43 shares — an estimated $749K sold.

Sanders Morris Harris first reported a position in MFIC in Q1 2016 and held it in 3 quarters. The position peaked at $749K in Q3 2016. 209 funds tracked by Wall St. Rank hold MFIC as of Q4 2016.

Sanders Morris Harris reported no remaining MidCap Financial Investment position as of Q4 2016 after selling out during the quarter.
Sanders Morris Harris sold 43 MidCap Financial Investment shares in Q4 2016, an estimated $749K.
Sanders Morris Harris first reported a position in MidCap Financial Investment in Q1 2016 and held it in 3 quarters.
Sanders Morris Harris's MidCap Financial Investment position peaked at $749K in Q3 2016.
209 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2016.

Based on Sanders Morris Harris's 13F filing for Q4 2016, filed 24 Jan 2017.