Wilbanks Smith & Thomas Asset Management’s MidCap Financial Investment MFIC Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018 Q4	–	Sell	-333	Closed	-$5K	–	925
2018 Q3	$5K	Buy	+333	New	+$5.67K	﹤0.01%	1224
2018 Q2	–	Sell	-3,615	Closed	-$57K	–	360
2018 Q1	$57K	Buy	3,615 +115	+3%	+$1.91K	﹤0.01%	342
2017 Q4	$59K	Buy	3,500 +67	+2%	+$1.2K	﹤0.01%	342
2017 Q3	$63K	Hold	3,433	–	–	0.01%	337
2017 Q2	$66K	Hold	3,433	–	–	0.01%	329
2017 Q1	$68K	Hold	3,433	–	–	0.01%	323
2016 Q4	$60K	Hold	3,433	–	–	0.01%	304
2016 Q3	$60K	Hold	3,433	–	–	0.01%	286
2016 Q2	$57K	Buy	+3,433	New	+$57.5K	0.01%	287
2014 Q4	–	Sell	-4,000	Closed	-$98K	–	321
2014 Q3	$98K	Sell	4,000 -392	-9%	-$10.2K	0.01%	279
2014 Q2	$113K	Hold	4,392	–	–	0.01%	285
2014 Q1	$109K	Sell	4,392 -690	-14%	-$17.8K	0.01%	275
2013 Q4	$129K	Hold	5,082	–	–	0.02%	276
2013 Q3	$124K	Sell	5,082 -2,476	-33%	-$60.1K	0.02%	270
2013 Q2	$176K	Buy	+7,558	New	+$188K	0.03%	241

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's MFIC Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of MidCap Financial Investment (MFIC) in Q4 2018, closing a stake of 333 shares — an estimated $5K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in MFIC in Q2 2013 and held it in 15 quarters. The position peaked at $176K in Q2 2013. 166 funds tracked by Wall St. Rank hold MFIC as of Q4 2018.

Wilbanks Smith & Thomas Asset Management reported no remaining MidCap Financial Investment position as of Q4 2018 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 333 MidCap Financial Investment shares in Q4 2018, an estimated $5K.
Wilbanks Smith & Thomas Asset Management first reported a position in MidCap Financial Investment in Q2 2013 and held it in 15 quarters.
Wilbanks Smith & Thomas Asset Management's MidCap Financial Investment position peaked at $176K in Q2 2013.
166 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.