Simplex Trading
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Simplex Trading’s MidCap Financial Investment MFIC Stock Holding History

Simplex Trading’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
-823
Closed -$11.6K – 9132
2024
Q2 		$12K Sell
823
-11,836
-93% -$181K ﹤0.01% 7304
2024
Q1 		$190K Buy
+12,659
New +$180K ﹤0.01% 4917
2023
Q1 		– Sell
-10,560
Closed -$127K – 9709
2022
Q4 		$120K Buy
+10,560
New +$122K ﹤0.01% 4856
2020
Q1 		– Sell
-1,825
Closed -$27.2K – 7988
2019
Q4 		$31K Buy
+1,825
New +$30.1K ﹤0.01% 5629
2018
Q4 		– Sell
-77
Closed -$1.17K – 7491
2018
Q3 		$1K Buy
77
+68
+756% +$1.16K ﹤0.01% 7205
2018
Q2 		$0 Sell
9
-461
-98% -$7.66K ﹤0.01% 7678
2018
Q1 		$7K Sell
470
-284
-38% -$4.72K ﹤0.01% 4342
2017
Q4 		$12K Sell
754
-390
-34% -$7K ﹤0.01% 3740
2017
Q3 		$20K Sell
1,144
-615
-35% -$11.4K ﹤0.01% 3160
2017
Q2 		$33K Buy
+1,759
New +$34.2K ﹤0.01% 2789
2017
Q1 		– Sell
-1,595
Closed -$29.5K – 6520
2016
Q4 		$28K Buy
+1,595
New +$28.6K ﹤0.01% 2728
2016
Q3 		– Sell
-549
Closed -$9.62K – 6189
2016
Q2 		$9K Buy
+549
New +$9.2K ﹤0.01% 3688
2015
Q2 		– Sell
-14
Closed -$324 – 5577
2015
Q1 		$0 Buy
+14
New +$316 ﹤0.01% 5325

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
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
NCM
Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Simplex Trading's MFIC Position: Q3 2024 in Review

Simplex Trading sold out of MidCap Financial Investment (MFIC) in Q3 2024, closing a stake of 823 shares — an estimated $11.6K sold.

Simplex Trading first reported a position in MFIC in Q1 2015 and held it in 13 quarters. The position peaked at $190K in Q1 2024. 176 funds tracked by Wall St. Rank hold MFIC as of Q3 2024.

  • Simplex Trading reported no remaining MidCap Financial Investment position as of Q3 2024 after selling out during the quarter.
  • Simplex Trading sold 823 MidCap Financial Investment shares in Q3 2024, an estimated $11.6K.
  • Simplex Trading first reported a position in MidCap Financial Investment in Q1 2015 and held it in 13 quarters.
  • Simplex Trading's MidCap Financial Investment position peaked at $190K in Q1 2024.
  • 176 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2024.

Based on Simplex Trading's 13F filing for Q3 2024, filed 8 Nov 2024.