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Simplicity Solutions’s MidCap Financial Investment MFIC Stock Holding History

Simplicity Solutions’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
2021
Q1 		– Sell
-13,783
Closed -$146K – 788
2020
Q4 		$146K Buy
13,783
+2,529
+22% +$24.6K ﹤0.01% 921
2020
Q3 		$93K Buy
+11,254
New +$104K ﹤0.01% 844

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Simplicity Solutions's MFIC Position: Q1 2021 in Review

Simplicity Solutions sold out of MidCap Financial Investment (MFIC) in Q1 2021, closing a stake of 13,783 shares — an estimated $146K sold.

Simplicity Solutions first reported a position in MFIC in Q3 2020 and held it in 2 quarters. The position peaked at $146K in Q4 2020. 132 funds tracked by Wall St. Rank hold MFIC as of Q1 2021.

  • Simplicity Solutions reported no remaining MidCap Financial Investment position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 13,783 MidCap Financial Investment shares in Q1 2021, an estimated $146K.
  • Simplicity Solutions first reported a position in MidCap Financial Investment in Q3 2020 and held it in 2 quarters.
  • Simplicity Solutions's MidCap Financial Investment position peaked at $146K in Q4 2020.
  • 132 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.