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TCI Wealth Advisors’s MidCap Financial Investment MFIC Stock Holding History

TCI Wealth Advisors’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
Q4 		– Sell
-15,230
Closed -$198K – 2440
2021
Q3 		$198K Buy
15,230
+5,230
+52% +$71.2K 0.03% 187
2021
Q2 		$137K Buy
+10,000
New +$143K 0.02% 225
2020
Q2 		– Sell
-10,853
Closed -$73K – 1587
2020
Q1 		$73K Buy
10,853
+4,658
+75% +$69.5K 0.04% 246
2019
Q4 		$108K Buy
6,195
+1,145
+23% +$18.9K 0.04% 246
2019
Q3 		$81K Buy
5,050
+2,958
+141% +$48.3K 0.04% 246
2019
Q2 		$33K Sell
2,092
-10,237
-83% -$161K 0.01% 385
2019
Q1 		$187K Buy
12,329
+2,329
+23% +$34.9K 0.08% 157
2018
Q4 		$124K Buy
10,000
+970
+11% +$14.8K 0.06% 190
2018
Q3 		$147K Buy
9,030
+6,846
+313% +$117K 0.06% 184
2018
Q2 		$36K Sell
2,184
-4,483
-67% -$74.5K 0.02% 380
2018
Q1 		$104K Sell
6,667
-128
-2% -$2.13K 0.05% 216
2017
Q4 		$115K Buy
6,795
+127
+2% +$2.28K 0.05% 210
2017
Q3 		$122K Buy
6,668
+2,324
+53% +$43.2K 0.06% 184
2017
Q2 		$83K Sell
4,344
-3,814
-47% -$74.2K 0.04% 226
2017
Q1 		$161K Buy
8,158
+194
+2% +$3.59K 0.08% 157
2016
Q4 		$140K Buy
7,964
+196
+3% +$3.51K 0.07% 184
2016
Q3 		$135K Buy
7,768
+269
+4% +$4.72K 0.07% 174
2016
Q2 		$125K Buy
7,499
+252
+3% +$4.22K 0.07% 174
2016
Q1 		$121K Buy
7,247
+256
+4% +$3.95K 0.07% 183
2015
Q4 		$109K Buy
6,991
+231
+3% +$3.95K 0.06% 202
2015
Q3 		$111K Buy
6,760
+1,760
+35% +$34.8K 0.07% 183
2015
Q2 		$106K Buy
+5,000
New +$116K 0.06% 187
2015
Q1 		– Sell
-1,667
Closed -$37K – 930
2014
Q4 		$37K Buy
+1,667
New +$39.9K 0.02% 275

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return

TCI Wealth Advisors's MFIC Position: Q4 2021 in Review

TCI Wealth Advisors sold out of MidCap Financial Investment (MFIC) in Q4 2021, closing a stake of 15,230 shares — an estimated $198K sold.

TCI Wealth Advisors first reported a position in MFIC in Q4 2014 and held it in 23 quarters. The position peaked at $198K in Q3 2021. 131 funds tracked by Wall St. Rank hold MFIC as of Q4 2021.

  • TCI Wealth Advisors reported no remaining MidCap Financial Investment position as of Q4 2021 after selling out during the quarter.
  • TCI Wealth Advisors sold 15,230 MidCap Financial Investment shares in Q4 2021, an estimated $198K.
  • TCI Wealth Advisors first reported a position in MidCap Financial Investment in Q4 2014 and held it in 23 quarters.
  • TCI Wealth Advisors's MidCap Financial Investment position peaked at $198K in Q3 2021.
  • 131 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2021.

Based on TCI Wealth Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.