BW
MFIN icon

Bison Wealth’s Medallion Financial MFIN Stock Holding History

Bison Wealth’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
2015
Q4 		– Sell
-15,055
Closed -$114K – 246
2015
Q3 		$114K Buy
15,055
+3,955
+36% +$31.4K 0.08% 206
2015
Q2 		$93K Hold
11,100
– – 0.05% 241
2015
Q1 		$103K Hold
11,100
– – 0.06% 222
2014
Q4 		$111K Buy
+11,100
New +$121K 0.08% 188

Other funds holding MFIN

LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SC
Selz Capital New York $570M AUM 35.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
OMC
Overbrook Management Corp New York $529M AUM 31.5% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Bison Wealth's MFIN Position: Q4 2015 in Review

Bison Wealth sold out of Medallion Financial (MFIN) in Q4 2015, closing a stake of 15,055 shares — an estimated $114K sold.

Bison Wealth first reported a position in MFIN in Q4 2014 and held it in 4 quarters. The position peaked at $114K in Q3 2015. 65 funds tracked by Wall St. Rank hold MFIN as of Q4 2015.

  • Bison Wealth reported no remaining Medallion Financial position as of Q4 2015 after selling out during the quarter.
  • Bison Wealth sold 15,055 Medallion Financial shares in Q4 2015, an estimated $114K.
  • Bison Wealth first reported a position in Medallion Financial in Q4 2014 and held it in 4 quarters.
  • Bison Wealth's Medallion Financial position peaked at $114K in Q3 2015.
  • 65 funds tracked by Wall St. Rank held Medallion Financial as of Q4 2015.

Based on Bison Wealth's 13F filing for Q4 2015, filed 16 Feb 2016.