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Wambolt & Associates’s MidCap Financial Investment MFIC Stock Holding History

Wambolt & Associates’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
Q4 		– Sell
-56,771
Closed -$469K – 207
2020
Q3 		$469K Sell
56,771
-5,517
-9% -$51K 0.35% 104
2020
Q2 		$596K Buy
62,288
+4,591
+8% +$41.4K 0.47% 73
2020
Q1 		$389K Sell
57,697
-1,458
-2% -$21.7K 0.4% 85
2019
Q4 		$1.03M Buy
59,155
+3,260
+6% +$53.8K 0.79% 34
2019
Q3 		$899K Buy
55,895
+24
+0% +$392 0.74% 42
2019
Q2 		$883K Buy
55,871
+694
+1% +$10.9K 0.75% 39
2019
Q1 		$839K Sell
55,177
-2,317
-4% -$34.8K 0.76% 34
2018
Q4 		$713K Buy
+57,494
New +$876K 0.79% 33

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wambolt & Associates's MFIC Position: Q4 2020 in Review

Wambolt & Associates sold out of MidCap Financial Investment (MFIC) in Q4 2020, closing a stake of 56,771 shares — an estimated $469K sold.

Wambolt & Associates first reported a position in MFIC in Q4 2018 and held it in 8 quarters. The position peaked at $1.03M in Q4 2019. 133 funds tracked by Wall St. Rank hold MFIC as of Q4 2020.

  • Wambolt & Associates reported no remaining MidCap Financial Investment position as of Q4 2020 after selling out during the quarter.
  • Wambolt & Associates sold 56,771 MidCap Financial Investment shares in Q4 2020, an estimated $469K.
  • Wambolt & Associates first reported a position in MidCap Financial Investment in Q4 2018 and held it in 8 quarters.
  • Wambolt & Associates's MidCap Financial Investment position peaked at $1.03M in Q4 2019.
  • 133 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2020.

Based on Wambolt & Associates's 13F filing for Q4 2020, filed 19 Jan 2021.