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Telemus Capital’s MidCap Financial Investment MFIC Stock Holding History

Telemus Capital’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
2020
Q1 		– Sell
-597,646
Closed -$10.4M – 412
2019
Q4 		$10.4M Sell
597,646
-2,734
-0.5% -$45.1K 0.81% 28
2019
Q3 		$9.66M Buy
600,380
+44,471
+8% +$727K 0.77% 30
2019
Q2 		$8.81M Sell
555,909
-15,847
-3% -$249K 0.78% 31
2019
Q1 		$8.66M Buy
571,756
+121,326
+27% +$1.82M 0.66% 40
2018
Q4 		$5.58M Sell
450,430
-534
-0.1% -$8.13K 0.45% 52
2018
Q3 		$7.36M Buy
450,964
+6,497
+1% +$111K 0.55% 39
2018
Q2 		$7.43M Sell
444,467
-59,890
-12% -$995K 0.57% 35
2018
Q1 		$7.9M Buy
504,357
+2,550
+0.5% +$42.3K 0.63% 29
2017
Q4 		$8.52M Buy
501,807
+86,617
+21% +$1.55M 0.66% 24
2017
Q3 		$7.61M Buy
415,190
+104,338
+34% +$1.94M 0.86% 19
2017
Q2 		$5.96M Buy
310,852
+10,755
+4% +$209K 0.6% 29
2017
Q1 		$5.91M Sell
300,097
-1,795
-0.6% -$33.3K 0.61% 26
2016
Q4 		$5.31M Buy
301,892
+109,180
+57% +$1.96M 0.72% 28
2016
Q3 		$3.35M Buy
192,712
+17,610
+10% +$309K 0.38% 53
2016
Q2 		$2.91M Buy
175,102
+132,877
+315% +$2.23M 0.36% 61
2016
Q1 		$703K Buy
42,225
+38,092
+922% +$588K 0.12% 160
2015
Q4 		$65K Buy
+4,133
New +$70.7K 0.02% 134

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Telemus Capital's MFIC Position: Q1 2020 in Review

Telemus Capital sold out of MidCap Financial Investment (MFIC) in Q1 2020, closing a stake of 597,646 shares — an estimated $10.4M sold.

Telemus Capital first reported a position in MFIC in Q4 2015 and held it in 17 quarters. The position peaked at $10.4M in Q4 2019. 148 funds tracked by Wall St. Rank hold MFIC as of Q1 2020.

  • Telemus Capital reported no remaining MidCap Financial Investment position as of Q1 2020 after selling out during the quarter.
  • Telemus Capital sold 597,646 MidCap Financial Investment shares in Q1 2020, an estimated $10.4M.
  • Telemus Capital first reported a position in MidCap Financial Investment in Q4 2015 and held it in 17 quarters.
  • Telemus Capital's MidCap Financial Investment position peaked at $10.4M in Q4 2019.
  • 148 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2020.

Based on Telemus Capital's 13F filing for Q1 2020, filed 5 Jun 2020.