Winslow Evans & Crocker’s MidCap Financial Investment MFIC Stock Holding History

Winslow Evans & Crocker’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	$1K	Hold	125	–	–	﹤0.01%	1279
2020 Q3	$1K	Hold	125	–	–	﹤0.01%	1060
2020 Q2	$1K	Sell	125 -1	-0.8%	-$9	﹤0.01%	1094
2020 Q1	$2K	Buy	+126	New	+$1.88K	﹤0.01%	1025
2014 Q2	–	Sell	-145	Closed	-$3.62K	–	1321
2014 Q1	$3.62K	Sell	145 -4,300	-97%	-$111K	﹤0.01%	1090
2013 Q4	$113K	Buy	+4,445	New	+$114K	0.04%	358

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Winslow Evans & Crocker's MFIC Position: Q4 2020 in Review

Winslow Evans & Crocker held its MidCap Financial Investment (MFIC) position steady in Q4 2020 at 125 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Winslow Evans & Crocker first reported a position in MFIC in Q4 2013 and has held it in 6 quarters since. The position peaked at $113K in Q4 2013. 133 funds tracked by Wall St. Rank hold MFIC as of Q4 2020.

Winslow Evans & Crocker held 125 shares of MidCap Financial Investment worth $1K as of Q4 2020.
Winslow Evans & Crocker left its MidCap Financial Investment share count unchanged in Q4 2020.
MidCap Financial Investment made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1279 holding.
Winslow Evans & Crocker first reported a position in MidCap Financial Investment in Q4 2013 and has held it in 6 quarters since.
Winslow Evans & Crocker's MidCap Financial Investment position peaked at $113K in Q4 2013.
133 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.