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WealthTrust-Arizona’s MidCap Financial Investment MFIC Stock Holding History

WealthTrust-Arizona’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
-64
Closed -$2K – 682
2014
Q1 		$2K Hold
64
– – ﹤0.01% 573
2013
Q4 		$2K Hold
64
– – ﹤0.01% 558
2013
Q3 		$2K Hold
64
– – ﹤0.01% 548
2013
Q2 		$1K Buy
+64
New +$1.6K ﹤0.01% 591

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

WealthTrust-Arizona's MFIC Position: Q2 2014 in Review

WealthTrust-Arizona sold out of MidCap Financial Investment (MFIC) in Q2 2014, closing a stake of 64 shares — an estimated $2K sold.

WealthTrust-Arizona first reported a position in MFIC in Q2 2013 and held it in 4 quarters. The position peaked at $2K in Q1 2014. 234 funds tracked by Wall St. Rank hold MFIC as of Q2 2014.

  • WealthTrust-Arizona reported no remaining MidCap Financial Investment position as of Q2 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 64 MidCap Financial Investment shares in Q2 2014, an estimated $2K.
  • WealthTrust-Arizona first reported a position in MidCap Financial Investment in Q2 2013 and held it in 4 quarters.
  • WealthTrust-Arizona's MidCap Financial Investment position peaked at $2K in Q1 2014.
  • 234 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2014.

Based on WealthTrust-Arizona's 13F filing for Q2 2014, filed 22 Jul 2014.