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Triangle Securities Wealth Management’s MidCap Financial Investment MFIC Stock Holding History

Triangle Securities Wealth Management’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
2013
Q3 		– Sell
-1
Closed – – 282
2013
Q2 		$0 Buy
+1
New +$25 ﹤0.01% 495

Other funds holding MFIC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BC
Balestra Capital New York $42.5M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Triangle Securities Wealth Management's MFIC Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of MidCap Financial Investment (MFIC) in Q3 2013, closing a stake of 1 share.

Triangle Securities Wealth Management first reported a position in MFIC in Q2 2013 and held it in 1 quarter. The position peaked at $0 in Q2 2013. 215 funds tracked by Wall St. Rank hold MFIC as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining MidCap Financial Investment position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 1 MidCap Financial Investment share in Q3 2013.
  • Triangle Securities Wealth Management first reported a position in MidCap Financial Investment in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's MidCap Financial Investment position peaked at $0 in Q2 2013.
  • 215 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.