Wealthcare Advisory Partners’s MidCap Financial Investment MFIC Stock Holding History

Wealthcare Advisory Partners’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
2019 Q4	–	Sell	-6,666	Closed	-$107K	–	1416
2019 Q3	$107K	Hold	6,666	–	–	0.02%	371
2019 Q2	$105K	Hold	6,666	–	–	0.02%	369
2019 Q1	$101K	Hold	6,666	–	–	0.02%	335
2018 Q4	$83K	Sell	6,666 -1	-0%	-$15	0.02%	337
2018 Q3	$109K	Hold	6,667	–	–	0.02%	319
2018 Q2	$111K	Hold	6,667	–	–	0.02%	309
2018 Q1	$104K	Hold	6,667	–	–	0.02%	269
2017 Q4	$113K	Buy	+6,667	New	+$120K	0.03%	240

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Wealthcare Advisory Partners's MFIC Position: Q4 2019 in Review

Wealthcare Advisory Partners sold out of MidCap Financial Investment (MFIC) in Q4 2019, closing a stake of 6,666 shares — an estimated $107K sold.

Wealthcare Advisory Partners first reported a position in MFIC in Q4 2017 and held it in 8 quarters. The position peaked at $113K in Q4 2017. 150 funds tracked by Wall St. Rank hold MFIC as of Q4 2019.

Wealthcare Advisory Partners reported no remaining MidCap Financial Investment position as of Q4 2019 after selling out during the quarter.
Wealthcare Advisory Partners sold 6,666 MidCap Financial Investment shares in Q4 2019, an estimated $107K.
Wealthcare Advisory Partners first reported a position in MidCap Financial Investment in Q4 2017 and held it in 8 quarters.
Wealthcare Advisory Partners's MidCap Financial Investment position peaked at $113K in Q4 2017.
150 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2019.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2019, filed 29 Jan 2020.