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TCW Group’s MidCap Financial Investment MFIC Stock Holding History

TCW 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
2016
Q1 		– Sell
-41,600
Closed -$651K – 685
2015
Q4 		$651K Sell
41,600
-62,033
-60% -$1.06M ﹤0.01% 599
2015
Q3 		$1.7M Buy
103,633
+34,766
+50% +$688K 0.01% 390
2015
Q2 		$1.46M Buy
68,867
+9,767
+17% +$226K 0.01% 455
2015
Q1 		$1.36M Buy
59,100
+8,300
+16% +$187K 0.01% 678
2014
Q4 		$1.13M Sell
50,800
-11,267
-18% -$270K ﹤0.01% 685
2014
Q3 		$1.52M Buy
62,067
+7,967
+15% +$206K 0.01% 684
2014
Q2 		$1.4M Buy
54,100
+40,621
+301% +$1M 0.01% 688
2014
Q1 		$336K Buy
+13,479
New +$348K ﹤0.01% 737

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

TCW Group's MFIC Position: Q1 2016 in Review

TCW Group sold out of MidCap Financial Investment (MFIC) in Q1 2016, closing a stake of 41,600 shares — an estimated $651K sold.

TCW Group first reported a position in MFIC in Q1 2014 and held it in 8 quarters. The position peaked at $1.7M in Q3 2015. 194 funds tracked by Wall St. Rank hold MFIC as of Q1 2016.

  • TCW Group reported no remaining MidCap Financial Investment position as of Q1 2016 after selling out during the quarter.
  • TCW Group sold 41,600 MidCap Financial Investment shares in Q1 2016, an estimated $651K.
  • TCW Group first reported a position in MidCap Financial Investment in Q1 2014 and held it in 8 quarters.
  • TCW Group's MidCap Financial Investment position peaked at $1.7M in Q3 2015.
  • 194 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2016.

Based on TCW Group's 13F filing for Q1 2016, filed 16 May 2016.