UCFA
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United Capital Financial Advisors’s MidCap Financial Investment MFIC Stock Holding History

United Capital 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
2021
Q2 		– Sell
-11,598
Closed -$159K – 1246
2021
Q1 		$159K Hold
11,598
– – ﹤0.01% 1147
2020
Q4 		$123K Sell
11,598
-1,928
-14% -$18.7K ﹤0.01% 1155
2020
Q3 		$112K Hold
13,526
– – ﹤0.01% 1109
2020
Q2 		$129K Buy
+13,526
New +$122K ﹤0.01% 1133
2019
Q4 		– Sell
-10,275
Closed -$165K – 1404
2019
Q3 		$165K Buy
10,275
+148
+1% +$2.42K ﹤0.01% 1217
2019
Q2 		$160K Sell
10,127
-3,020
-23% -$47.5K ﹤0.01% 1384
2019
Q1 		$199K Sell
13,147
-144
-1% -$2.16K ﹤0.01% 1277
2018
Q4 		$165K Buy
13,291
+142
+1% +$2.16K ﹤0.01% 1214
2018
Q3 		$215K Sell
13,149
-200
-1% -$3.41K ﹤0.01% 1231
2018
Q2 		$223K Buy
13,349
+166
+1% +$2.76K ﹤0.01% 1194
2018
Q1 		$206K Buy
13,183
+4,167
+46% +$69.2K ﹤0.01% 1227
2017
Q4 		$154K Buy
9,016
+200
+2% +$3.59K ﹤0.01% 1259
2017
Q3 		$162K Hold
8,816
– – ﹤0.01% 1251
2017
Q2 		$169K Hold
8,816
– – ﹤0.01% 1227
2017
Q1 		$173K Hold
8,816
– – ﹤0.01% 1193
2016
Q4 		$155K Buy
8,816
+255
+3% +$4.57K ﹤0.01% 1211
2016
Q3 		$149K Sell
8,561
-2,260
-21% -$39.6K ﹤0.01% 1212
2016
Q2 		$195K Buy
10,821
+78
+0.7% +$1.31K ﹤0.01% 1176
2016
Q1 		$179K Buy
10,743
+800
+8% +$12.3K ﹤0.01% 1139
2015
Q4 		$156K Sell
9,943
-3,618
-27% -$61.9K ﹤0.01% 1151
2015
Q3 		$223K Sell
13,561
-1
-0% -$20 ﹤0.01% 1132
2015
Q2 		$288K Sell
13,562
-16,233
-54% -$376K ﹤0.01% 1085
2015
Q1 		$715K Sell
29,795
-244
-0.8% -$5.5K 0.01% 802
2014
Q4 		$669K Sell
30,039
-1,291
-4% -$30.9K 0.01% 733
2014
Q3 		$768K Buy
31,330
+3,866
+14% +$100K 0.01% 680
2014
Q2 		$709K Buy
27,464
+12,403
+82% +$306K 0.01% 625
2014
Q1 		$375K Buy
15,061
+6,433
+75% +$166K 0.01% 714
2013
Q4 		$219K Sell
8,628
-3,698
-30% -$95.1K 0.01% 584
2013
Q3 		$301K Buy
12,326
+1,700
+16% +$41.3K 0.01% 558
2013
Q2 		$247K Buy
+10,626
New +$265K 0.01% 629

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

United Capital Financial Advisors's MFIC Position: Q2 2021 in Review

United Capital Financial Advisors sold out of MidCap Financial Investment (MFIC) in Q2 2021, closing a stake of 11,598 shares — an estimated $159K sold.

United Capital Financial Advisors first reported a position in MFIC in Q2 2013 and held it in 30 quarters. The position peaked at $768K in Q3 2014. 127 funds tracked by Wall St. Rank hold MFIC as of Q2 2021.

  • United Capital Financial Advisors reported no remaining MidCap Financial Investment position as of Q2 2021 after selling out during the quarter.
  • United Capital Financial Advisors sold 11,598 MidCap Financial Investment shares in Q2 2021, an estimated $159K.
  • United Capital Financial Advisors first reported a position in MidCap Financial Investment in Q2 2013 and held it in 30 quarters.
  • United Capital Financial Advisors's MidCap Financial Investment position peaked at $768K in Q3 2014.
  • 127 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2021.

Based on United Capital Financial Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.