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

Systematic Financial 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
2013
Q4 		– Sell
-61,610
Closed -$1.51M – 676
2013
Q3 		$1.51M Sell
61,610
-2,397
-4% -$58.2K 0.01% 464
2013
Q2 		$1.49M Buy
+64,007
New +$1.6M 0.01% 436

Other funds holding MFIC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Systematic Financial Management's MFIC Position: Q4 2013 in Review

Systematic Financial Management sold out of MidCap Financial Investment (MFIC) in Q4 2013, closing a stake of 61,610 shares — an estimated $1.51M sold.

Systematic Financial Management first reported a position in MFIC in Q2 2013 and held it in 2 quarters. The position peaked at $1.51M in Q3 2013. 224 funds tracked by Wall St. Rank hold MFIC as of Q4 2013.

  • Systematic Financial Management reported no remaining MidCap Financial Investment position as of Q4 2013 after selling out during the quarter.
  • Systematic Financial Management sold 61,610 MidCap Financial Investment shares in Q4 2013, an estimated $1.51M.
  • Systematic Financial Management first reported a position in MidCap Financial Investment in Q2 2013 and held it in 2 quarters.
  • Systematic Financial Management's MidCap Financial Investment position peaked at $1.51M in Q3 2013.
  • 224 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2013.

Based on Systematic Financial Management's 13F filing for Q4 2013, filed 14 Feb 2014.