Princeton Alpha Management’s MidCap Financial Investment MFIC Stock Holding History

Princeton Alpha 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
2016 Q1	–	Sell	-17,773	Closed	-$278K	–	839
2015 Q4	$278K	Buy	+17,773	New	+$304K	0.05%	517
2014 Q3	–	Sell	-12,684	Closed	-$328K	–	764
2014 Q2	$328K	Sell	12,684 -3,202	-20%	-$78.9K	0.07%	415
2014 Q1	$396K	Buy	15,886 +10,693	+206%	+$276K	0.12%	252
2013 Q4	$132K	Buy	+5,193	New	+$134K	0.1%	371

Other funds holding MFIC

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Princeton Alpha Management's MFIC Position: Q1 2016 in Review

Princeton Alpha Management sold out of MidCap Financial Investment (MFIC) in Q1 2016, closing a stake of 17,773 shares — an estimated $278K sold.

Princeton Alpha Management first reported a position in MFIC in Q4 2013 and held it in 4 quarters. The position peaked at $396K in Q1 2014. 194 funds tracked by Wall St. Rank hold MFIC as of Q1 2016.

Princeton Alpha Management reported no remaining MidCap Financial Investment position as of Q1 2016 after selling out during the quarter.
Princeton Alpha Management sold 17,773 MidCap Financial Investment shares in Q1 2016, an estimated $278K.
Princeton Alpha Management first reported a position in MidCap Financial Investment in Q4 2013 and held it in 4 quarters.
Princeton Alpha Management's MidCap Financial Investment position peaked at $396K in Q1 2014.
194 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2016.

Based on Princeton Alpha Management's 13F filing for Q1 2016, filed 5 May 2016.