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Summit Securities Group’s MidCap Financial Investment MFIC Stock Holding History

Summit Securities Group’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
Q1 		– Sell
-12,700
Closed -$135K – 701
2020
Q4 		$135K Buy
+12,700
New +$123K 0.01% 531
2015
Q4 		– Sell
-100
Closed -$2K – 383
2015
Q3 		$2K Buy
+100
New +$1.98K ﹤0.01% 311
2014
Q4 		– Sell
-5,033
Closed -$123K – 679
2014
Q3 		$123K Buy
5,033
+3,800
+308% +$98.4K 0.04% 271
2014
Q2 		$32K Buy
+1,233
New +$30.4K 0.01% 334

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Summit Securities Group's MFIC Position: Q1 2021 in Review

Summit Securities Group sold out of MidCap Financial Investment (MFIC) in Q1 2021, closing a stake of 12,700 shares — an estimated $135K sold.

Summit Securities Group first reported a position in MFIC in Q2 2014 and held it in 4 quarters. The position peaked at $135K in Q4 2020. 132 funds tracked by Wall St. Rank hold MFIC as of Q1 2021.

  • Summit Securities Group reported no remaining MidCap Financial Investment position as of Q1 2021 after selling out during the quarter.
  • Summit Securities Group sold 12,700 MidCap Financial Investment shares in Q1 2021, an estimated $135K.
  • Summit Securities Group first reported a position in MidCap Financial Investment in Q2 2014 and held it in 4 quarters.
  • Summit Securities Group's MidCap Financial Investment position peaked at $135K in Q4 2020.
  • 132 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2021.

Based on Summit Securities Group's 13F filing for Q1 2021, filed 14 Apr 2021.