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Windsor Capital Management’s MidCap Financial Investment MFIC Stock Holding History

Windsor Capital 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
2015
Q4 		– Sell
-133
Closed -$2K – 288
2015
Q3 		$2K Buy
+133
New +$2.63K ﹤0.01% 506

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Windsor Capital Management's MFIC Position: Q4 2015 in Review

Windsor Capital Management sold out of MidCap Financial Investment (MFIC) in Q4 2015, closing a stake of 133 shares — an estimated $2K sold.

Windsor Capital Management first reported a position in MFIC in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 198 funds tracked by Wall St. Rank hold MFIC as of Q4 2015.

  • Windsor Capital Management reported no remaining MidCap Financial Investment position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 133 MidCap Financial Investment shares in Q4 2015, an estimated $2K.
  • Windsor Capital Management first reported a position in MidCap Financial Investment in Q3 2015 and held it in 1 quarter.
  • Windsor Capital Management's MidCap Financial Investment position peaked at $2K in Q3 2015.
  • 198 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.