Stelac Advisory Services’s MidCap Financial Investment MFIC Stock Holding History

Stelac Advisory Services’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 Q3	–	Sell	-9,071	Closed	-$124K	–	252
2021 Q2	$124K	Sell	9,071 -524	-5%	-$7.51K	0.03%	258
2021 Q1	$132K	Sell	9,595 -2,211	-19%	-$29.2K	0.05%	195
2020 Q4	$125K	Buy	+11,806	New	+$115K	0.03%	225
2020 Q3	–	Sell	-11,805	Closed	-$113K	–	185
2020 Q2	$113K	Buy	+11,805	New	+$107K	0.04%	135
2020 Q1	–	Sell	-9,113	Closed	-$159K	–	123
2019 Q4	$159K	Buy	9,113 +35	+0.4%	+$577	0.11%	69
2019 Q3	$146K	Buy	9,078 +33	+0.4%	+$539	0.1%	86
2019 Q2	$143K	Buy	+9,045	New	+$142K	0.11%	67

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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stelac Advisory Services's MFIC Position: Q3 2021 in Review

Stelac Advisory Services sold out of MidCap Financial Investment (MFIC) in Q3 2021, closing a stake of 9,071 shares — an estimated $124K sold.

Stelac Advisory Services first reported a position in MFIC in Q2 2019 and held it in 7 quarters. The position peaked at $159K in Q4 2019. 119 funds tracked by Wall St. Rank hold MFIC as of Q3 2021.

Stelac Advisory Services reported no remaining MidCap Financial Investment position as of Q3 2021 after selling out during the quarter.
Stelac Advisory Services sold 9,071 MidCap Financial Investment shares in Q3 2021, an estimated $124K.
Stelac Advisory Services first reported a position in MidCap Financial Investment in Q2 2019 and held it in 7 quarters.
Stelac Advisory Services's MidCap Financial Investment position peaked at $159K in Q4 2019.
119 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2021.

Based on Stelac Advisory Services's 13F filing for Q3 2021, filed 15 Nov 2021.