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Advisor Group’s Medallion Financial MFIN Stock Holding History

Advisor Group’s Portfolio MFIN Stock Details MFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$461K Sell
63,380
-6,482
-9% -$42.5K ﹤0.01% 1730
2019
Q3 		$447K Sell
69,862
-2,018
-3% -$10.9K ﹤0.01% 1704
2019
Q2 		$484K Sell
71,880
-118,438
-62% -$812K ﹤0.01% 1637
2019
Q1 		$1.31M Buy
190,318
+17,494
+10% +$102K 0.01% 939
2018
Q4 		$811K Sell
172,824
-2,066
-1% -$12.7K 0.01% 1069
2018
Q3 		$1.16M Buy
174,890
+17,464
+11% +$103K 0.01% 885
2018
Q2 		$863K Buy
157,426
+49,509
+46% +$238K 0.01% 950
2018
Q1 		$502K Buy
107,917
+211
+0.2% +$968 0.01% 1325
2017
Q4 		$380K Sell
107,706
-796
-0.7% -$2.17K 0.01% 1511
2017
Q3 		$235K Sell
108,502
-730
-0.7% -$1.71K ﹤0.01% 1733
2017
Q2 		$261K Buy
109,232
+203
+0.2% +$462 ﹤0.01% 1590
2017
Q1 		$216K Sell
109,029
-3,994
-4% -$9.62K ﹤0.01% 1599
2016
Q4 		$341K Buy
113,023
+10,034
+10% +$36.5K 0.01% 1234
2016
Q3 		$435K Hold
102,989
– – 0.01% 1045
2016
Q2 		$760K Buy
+102,989
New +$801K 0.02% 717

Other funds holding MFIN

KCM
Key Colony Management Little Rock, Arkansas $73.7M AUM 49.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Advisor Group's MFIN Position: Q4 2019 in Review

Advisor Group reduced its Medallion Financial (MFIN) stake by 9.3% in Q4 2019, selling an estimated $42.5K and leaving 63,380 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #1730.

Advisor Group first reported a position in MFIN in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.31M in Q1 2019. 56 funds tracked by Wall St. Rank hold MFIN as of Q4 2019.

  • Advisor Group held 63,380 shares of Medallion Financial worth $461K as of Q4 2019.
  • Advisor Group sold 6,482 Medallion Financial shares in Q4 2019, an estimated $42.5K.
  • Medallion Financial made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1730 holding.
  • Advisor Group first reported a position in Medallion Financial in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Medallion Financial position peaked at $1.31M in Q1 2019.
  • 56 funds tracked by Wall St. Rank held Medallion Financial as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.