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Advisory Research’s Medallion Financial MFIN Stock Holding History

Advisory Research’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
2016
Q1 		– Sell
-176,699
Closed -$1.24M – 273
2015
Q4 		$1.24M Sell
176,699
-18,087
-9% -$141K 0.02% 186
2015
Q3 		$1.48M Sell
194,786
-1,841
-0.9% -$14.6K 0.02% 190
2015
Q2 		$1.64M Buy
196,627
+9,998
+5% +$99.4K 0.02% 194
2015
Q1 		$1.73M Sell
186,629
-195,406
-51% -$1.94M 0.02% 199
2014
Q4 		$3.82M Buy
382,035
+218,855
+134% +$2.39M 0.04% 168
2014
Q3 		$1.9M Buy
+163,180
New +$1.94M 0.02% 205
2014
Q2 		– Sell
-37,060
Closed -$490K – 539
2014
Q1 		$490K Hold
37,060
– – 0.01% 294
2013
Q4 		$532K Buy
+37,060
New +$579K 0.01% 275

Other funds holding MFIN

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SC
Selz Capital New York $570M AUM 35.56% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return

Advisory Research's MFIN Position: Q1 2016 in Review

Advisory Research sold out of Medallion Financial (MFIN) in Q1 2016, closing a stake of 176,699 shares — an estimated $1.24M sold.

Advisory Research first reported a position in MFIN in Q4 2013 and held it in 8 quarters. The position peaked at $3.82M in Q4 2014. 57 funds tracked by Wall St. Rank hold MFIN as of Q1 2016.

  • Advisory Research reported no remaining Medallion Financial position as of Q1 2016 after selling out during the quarter.
  • Advisory Research sold 176,699 Medallion Financial shares in Q1 2016, an estimated $1.24M.
  • Advisory Research first reported a position in Medallion Financial in Q4 2013 and held it in 8 quarters.
  • Advisory Research's Medallion Financial position peaked at $3.82M in Q4 2014.
  • 57 funds tracked by Wall St. Rank held Medallion Financial as of Q1 2016.

Based on Advisory Research's 13F filing for Q1 2016, filed 16 May 2016.