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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 		$156K Buy
8,533
+7,366
+631% +$137K ﹤0.01% 2372
2017
Q2 		$22K Buy
+1,167
New +$22.7K ﹤0.01% 2983
2017
Q1 		– Sell
-2,333
Closed -$41K – 3173
2016
Q4 		$41K Sell
2,333
-8,600
-79% -$154K ﹤0.01% 2437
2016
Q3 		$190K Buy
10,933
+6,566
+150% +$115K ﹤0.01% 2118
2016
Q2 		$73K Buy
+4,367
New +$73.1K ﹤0.01% 2644
2016
Q1 		– Sell
-33
Closed -$1K – 3758
2015
Q4 		$1K Buy
+33
New +$565 ﹤0.01% 3518
2015
Q3 		– Sell
-1,233
Closed -$26K – 4117
2015
Q2 		$26K Sell
1,233
-6,667
-84% -$154K ﹤0.01% 3416
2015
Q1 		$182K Sell
7,900
-21,000
-73% -$473K ﹤0.01% 2818
2014
Q4 		$643K Buy
28,900
+2,167
+8% +$51.9K ﹤0.01% 2175
2014
Q3 		$655K Sell
26,733
-467
-2% -$12.1K ﹤0.01% 2378
2014
Q2 		$703K Buy
27,200
+13,867
+104% +$342K ﹤0.01% 2413
2014
Q1 		$332K Buy
13,333
+8,500
+176% +$219K ﹤0.01% 2839
2013
Q4 		$123K Buy
4,833
+1,500
+45% +$38.6K ﹤0.01% 3228
2013
Q3 		$82K Hold
3,333
– – ﹤0.01% 3416
2013
Q2 		$77K Buy
+3,333
New +$83.1K ﹤0.01% 3538

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.