TPW
MFIC icon

Tiller Private Wealth’s MidCap Financial Investment MFIC Stock Holding History

Tiller Private Wealth’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
-10,315
Closed -$162K – 40
2015
Q4 		$162K Buy
+10,315
New +$176K 0.15% 34

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 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 $6.56B AUM 35.09% 1-Year Est. Return

Tiller Private Wealth's MFIC Position: Q1 2016 in Review

Tiller Private Wealth sold out of MidCap Financial Investment (MFIC) in Q1 2016, closing a stake of 10,315 shares — an estimated $162K sold.

Tiller Private Wealth first reported a position in MFIC in Q4 2015 and held it in 1 quarter. The position peaked at $162K in Q4 2015. 194 funds tracked by Wall St. Rank hold MFIC as of Q1 2016.

  • Tiller Private Wealth reported no remaining MidCap Financial Investment position as of Q1 2016 after selling out during the quarter.
  • Tiller Private Wealth sold 10,315 MidCap Financial Investment shares in Q1 2016, an estimated $162K.
  • Tiller Private Wealth first reported a position in MidCap Financial Investment in Q4 2015 and held it in 1 quarter.
  • Tiller Private Wealth's MidCap Financial Investment position peaked at $162K in Q4 2015.
  • 194 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2016.

Based on Tiller Private Wealth's 13F filing for Q1 2016, filed 19 Apr 2016.