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Strategic Investment Management’s MidCap Financial Investment MFIC Stock Holding History

Strategic Investment Management’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
Q1 		– Sell
-5,047
Closed -$88K – 56
2016
Q4 		$88K Hold
5,047
– – 0.01% 114
2016
Q3 		$87K Hold
5,047
– – 0.06% 99
2016
Q2 		$83K Hold
5,047
– – 0.04% 87
2016
Q1 		$84K Buy
+5,047
New +$77.9K 0.04% 104

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Strategic Investment Management's MFIC Position: Q1 2017 in Review

Strategic Investment Management sold out of MidCap Financial Investment (MFIC) in Q1 2017, closing a stake of 5,047 shares — an estimated $88K sold.

Strategic Investment Management first reported a position in MFIC in Q1 2016 and held it in 4 quarters. The position peaked at $88K in Q4 2016. 189 funds tracked by Wall St. Rank hold MFIC as of Q1 2017.

  • Strategic Investment Management reported no remaining MidCap Financial Investment position as of Q1 2017 after selling out during the quarter.
  • Strategic Investment Management sold 5,047 MidCap Financial Investment shares in Q1 2017, an estimated $88K.
  • Strategic Investment Management first reported a position in MidCap Financial Investment in Q1 2016 and held it in 4 quarters.
  • Strategic Investment Management's MidCap Financial Investment position peaked at $88K in Q4 2016.
  • 189 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2017.

Based on Strategic Investment Management's 13F filing for Q1 2017, filed 15 May 2017.