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Brandywine Global Investment Management’s Medallion Financial MFIN Stock Holding History

Brandywine Global Investment Management’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 		– Sell
-13,346
Closed -$167K – 994
2014
Q2 		$167K Sell
13,346
-6,700
-33% -$88K ﹤0.01% 722
2014
Q1 		$265K Sell
20,046
-400
-2% -$5.55K ﹤0.01% 689
2013
Q4 		$294K Sell
20,446
-6,500
-24% -$102K ﹤0.01% 688
2013
Q3 		$401K Hold
26,946
– – ﹤0.01% 673
2013
Q2 		$375K Buy
+26,946
New +$388K ﹤0.01% 664

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 $14.5B AUM 37.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Brandywine Global Investment Management's MFIN Position: Q3 2014 in Review

Brandywine Global Investment Management sold out of Medallion Financial (MFIN) in Q3 2014, closing a stake of 13,346 shares — an estimated $167K sold.

Brandywine Global Investment Management first reported a position in MFIN in Q2 2013 and held it in 5 quarters. The position peaked at $401K in Q3 2013. 80 funds tracked by Wall St. Rank hold MFIN as of Q3 2014.

  • Brandywine Global Investment Management reported no remaining Medallion Financial position as of Q3 2014 after selling out during the quarter.
  • Brandywine Global Investment Management sold 13,346 Medallion Financial shares in Q3 2014, an estimated $167K.
  • Brandywine Global Investment Management first reported a position in Medallion Financial in Q2 2013 and held it in 5 quarters.
  • Brandywine Global Investment Management's Medallion Financial position peaked at $401K in Q3 2013.
  • 80 funds tracked by Wall St. Rank held Medallion Financial as of Q3 2014.

Based on Brandywine Global Investment Management's 13F filing for Q3 2014, filed 14 Nov 2014.