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Berman Capital Advisors’s Medallion Financial MFIN Stock Holding History

Berman Capital Advisors’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
2020
Q2 		– Sell
-410
Closed – – 1734
2020
Q1 		$0 Sell
410
-28
-6% -$156 ﹤0.01% 1590
2019
Q4 		$3K Buy
438
+28
+7% +$183 ﹤0.01% 1114
2019
Q3 		$2K Buy
+410
New +$2.21K ﹤0.01% 1199

Other funds holding MFIN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
KCM
Key Colony Management Little Rock, Arkansas $73.7M AUM 49.85% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berman Capital Advisors's MFIN Position: Q2 2020 in Review

Berman Capital Advisors sold out of Medallion Financial (MFIN) in Q2 2020, closing a stake of 410 shares.

Berman Capital Advisors first reported a position in MFIN in Q3 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 47 funds tracked by Wall St. Rank hold MFIN as of Q2 2020.

  • Berman Capital Advisors reported no remaining Medallion Financial position as of Q2 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 410 Medallion Financial shares in Q2 2020.
  • Berman Capital Advisors first reported a position in Medallion Financial in Q3 2019 and held it in 3 quarters.
  • Berman Capital Advisors's Medallion Financial position peaked at $3K in Q4 2019.
  • 47 funds tracked by Wall St. Rank held Medallion Financial as of Q2 2020.

Based on Berman Capital Advisors's 13F filing for Q2 2020, filed 6 Aug 2020.