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Banyan Partners’s Medallion Financial MFIN Stock Holding History

Banyan Partners’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
2014
Q3 		$210K Hold
18,000
– – 0.02% 379
2014
Q2 		$224K Hold
18,000
– – 0.02% 366
2014
Q1 		$238K Buy
+18,000
New +$250K 0.02% 359

Other funds holding MFIN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Banyan Partners's MFIN Position: Q3 2014 in Review

Banyan Partners held its Medallion Financial (MFIN) position steady in Q3 2014 at 18,000 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #379.

Banyan Partners first reported a position in MFIN in Q1 2014 and has held it in 3 quarters since. The position peaked at $238K in Q1 2014. 80 funds tracked by Wall St. Rank hold MFIN as of Q3 2014.

  • Banyan Partners held 18,000 shares of Medallion Financial worth $210K as of Q3 2014.
  • Banyan Partners left its Medallion Financial share count unchanged in Q3 2014.
  • Medallion Financial made up 0.02% of Banyan Partners's portfolio in Q3 2014, its #379 holding.
  • Banyan Partners first reported a position in Medallion Financial in Q1 2014 and has held it in 3 quarters since.
  • Banyan Partners's Medallion Financial position peaked at $238K in Q1 2014.
  • 80 funds tracked by Wall St. Rank held Medallion Financial as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.