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Transamerica Financial Advisors’s MidCap Financial Investment MFIC Stock Holding History

Transamerica Financial 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
2014
Q2 		– Sell
-11,918
Closed -$298K – 711
2014
Q1 		$298K Buy
+11,918
New +$308K 0.03% 210

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BC
Balestra Capital New York $42.5M AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Transamerica Financial Advisors's MFIC Position: Q2 2014 in Review

Transamerica Financial Advisors sold out of MidCap Financial Investment (MFIC) in Q2 2014, closing a stake of 11,918 shares — an estimated $298K sold.

Transamerica Financial Advisors first reported a position in MFIC in Q1 2014 and held it in 1 quarter. The position peaked at $298K in Q1 2014. 234 funds tracked by Wall St. Rank hold MFIC as of Q2 2014.

  • Transamerica Financial Advisors reported no remaining MidCap Financial Investment position as of Q2 2014 after selling out during the quarter.
  • Transamerica Financial Advisors sold 11,918 MidCap Financial Investment shares in Q2 2014, an estimated $298K.
  • Transamerica Financial Advisors first reported a position in MidCap Financial Investment in Q1 2014 and held it in 1 quarter.
  • Transamerica Financial Advisors's MidCap Financial Investment position peaked at $298K in Q1 2014.
  • 234 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2014.

Based on Transamerica Financial Advisors's 13F filing for Q2 2014, filed 14 Jul 2014.