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BlackRock Institutional Trust’s Medallion Financial MFIN Stock Holding History

BlackRock Institutional Trust’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
Q2 		– Sell
-243,676
Closed -$3.22M – 3989
2014
Q1 		$3.22M Sell
243,676
-490,927
-67% -$6.81M ﹤0.01% 2952
2013
Q4 		$10.5M Sell
734,603
-5,017
-0.7% -$78.4K ﹤0.01% 2392
2013
Q3 		$11M Sell
739,620
-24,561
-3% -$359K ﹤0.01% 2300
2013
Q2 		$10.6M Buy
+764,181
New +$11M ﹤0.01% 2274

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BlackRock Institutional Trust's MFIN Position: Q2 2014 in Review

BlackRock Institutional Trust sold out of Medallion Financial (MFIN) in Q2 2014, closing a stake of 243,676 shares — an estimated $3.22M sold.

BlackRock Institutional Trust first reported a position in MFIN in Q2 2013 and held it in 4 quarters. The position peaked at $11M in Q3 2013. 86 funds tracked by Wall St. Rank hold MFIN as of Q2 2014.

  • BlackRock Institutional Trust reported no remaining Medallion Financial position as of Q2 2014 after selling out during the quarter.
  • BlackRock Institutional Trust sold 243,676 Medallion Financial shares in Q2 2014, an estimated $3.22M.
  • BlackRock Institutional Trust first reported a position in Medallion Financial in Q2 2013 and held it in 4 quarters.
  • BlackRock Institutional Trust's Medallion Financial position peaked at $11M in Q3 2013.
  • 86 funds tracked by Wall St. Rank held Medallion Financial as of Q2 2014.

Based on BlackRock Institutional Trust's 13F filing for Q2 2014, filed 6 Aug 2014.