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Spot Trading’s MidCap Financial Investment MFIC Stock Holding History

Spot 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
2017
Q3 		– Sell
-4,100
Closed -$79K – 3277
2017
Q2 		$79K Hold
4,100
– – ﹤0.01% 2679
2017
Q1 		$81K Sell
4,100
-233
-5% -$4.32K ﹤0.01% 2342
2016
Q4 		$76K Sell
4,333
-4,967
-53% -$89K ﹤0.01% 2293
2016
Q3 		$162K Buy
9,300
+2,500
+37% +$43.8K ﹤0.01% 2209
2016
Q2 		$113K Sell
6,800
-6,033
-47% -$101K ﹤0.01% 2492
2016
Q1 		$214K Buy
12,833
+12,033
+1,504% +$186K ﹤0.01% 2167
2015
Q4 		$13K Buy
+800
New +$13.7K ﹤0.01% 3298
2015
Q1 		– Sell
-19,500
Closed -$434K – 4141
2014
Q4 		$434K Sell
19,500
-31,467
-62% -$753K ﹤0.01% 2443
2014
Q3 		$1.25M Buy
50,967
+46,434
+1,024% +$1.2M 0.01% 1923
2014
Q2 		$117K Sell
4,533
-434
-9% -$10.7K ﹤0.01% 3629
2014
Q1 		$124K Buy
4,967
+634
+15% +$16.4K ﹤0.01% 3355
2013
Q4 		$110K Buy
4,333
+4,000
+1,201% +$103K ﹤0.01% 3270
2013
Q3 		$8K Sell
333
-4,167
-93% -$101K ﹤0.01% 3893
2013
Q2 		$104K Buy
+4,500
New +$112K ﹤0.01% 3416

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
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Spot Trading's MFIC Position: Q3 2017 in Review

Spot Trading increased its MidCap Financial Investment (MFIC) stake by 990% in Q3 2017, buying an estimated $80.3K and bringing the position to 4,754 shares worth $87K. The position accounts for ﹤0.01% of the portfolio, ranked #2596.

Spot Trading first reported a position in MFIC in Q3 2013 and has held it in 14 quarters since. The position peaked at $568K in Q4 2014. 189 funds tracked by Wall St. Rank hold MFIC as of Q3 2017.

  • Spot Trading held 4,754 shares of MidCap Financial Investment worth $87K as of Q3 2017.
  • Spot Trading bought 4,318 MidCap Financial Investment shares in Q3 2017, an estimated $80.3K.
  • MidCap Financial Investment made up ﹤0.01% of Spot Trading's portfolio in Q3 2017, its #2596 holding.
  • Spot Trading first reported a position in MidCap Financial Investment in Q3 2013 and has held it in 14 quarters since.
  • Spot Trading's MidCap Financial Investment position peaked at $568K in Q4 2014.
  • 189 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2017.

Based on Spot Trading's 13F filing for Q3 2017, filed 6 Nov 2017.