SGI
MFIC icon

Summit Global Investments’s MidCap Financial Investment MFIC Stock Holding History

Summit Global Investments’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
2019
Q3 		– Sell
-45,200
Closed -$714K – 284
2019
Q2 		$714K Buy
45,200
+1,500
+3% +$23.6K 0.09% 192
2019
Q1 		$662K Sell
43,700
-3,600
-8% -$54K 0.08% 210
2018
Q4 		$587K Buy
+47,300
New +$720K 0.09% 229

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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Summit Global Investments's MFIC Position: Q3 2019 in Review

Summit Global Investments sold out of MidCap Financial Investment (MFIC) in Q3 2019, closing a stake of 45,200 shares — an estimated $714K sold.

Summit Global Investments first reported a position in MFIC in Q4 2018 and held it in 3 quarters. The position peaked at $714K in Q2 2019. 146 funds tracked by Wall St. Rank hold MFIC as of Q3 2019.

  • Summit Global Investments reported no remaining MidCap Financial Investment position as of Q3 2019 after selling out during the quarter.
  • Summit Global Investments sold 45,200 MidCap Financial Investment shares in Q3 2019, an estimated $714K.
  • Summit Global Investments first reported a position in MidCap Financial Investment in Q4 2018 and held it in 3 quarters.
  • Summit Global Investments's MidCap Financial Investment position peaked at $714K in Q2 2019.
  • 146 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2019.

Based on Summit Global Investments's 13F filing for Q3 2019, filed 8 Nov 2019.