Cerity Partners’s Medallion Financial MFIN Stock Holding History

Cerity 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
2018 Q2	–	Sell	-55,500	Closed	-$258K	–	566
2018 Q1	$258K	Hold	55,500	–	–	0.02%	465
2017 Q4	$196K	Hold	55,500	–	–	0.01%	539
2017 Q3	$120K	Hold	55,500	–	–	0.01%	556
2017 Q2	$133K	Hold	55,500	–	–	0.01%	338
2017 Q1	$110K	Buy	+55,500	New	+$134K	0.01%	425

Other funds holding MFIN

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

SCC

Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Selz Capital New York $570M AUM 35.56% 1-Year Est. Return

CCM

Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cerity Partners's MFIN Position: Q2 2018 in Review

Cerity Partners sold out of Medallion Financial (MFIN) in Q2 2018, closing a stake of 55,500 shares — an estimated $258K sold.

Cerity Partners first reported a position in MFIN in Q1 2017 and held it in 5 quarters. The position peaked at $258K in Q1 2018. 40 funds tracked by Wall St. Rank hold MFIN as of Q2 2018.

Cerity Partners reported no remaining Medallion Financial position as of Q2 2018 after selling out during the quarter.
Cerity Partners sold 55,500 Medallion Financial shares in Q2 2018, an estimated $258K.
Cerity Partners first reported a position in Medallion Financial in Q1 2017 and held it in 5 quarters.
Cerity Partners's Medallion Financial position peaked at $258K in Q1 2018.
40 funds tracked by Wall St. Rank held Medallion Financial as of Q2 2018.

Based on Cerity Partners's 13F filing for Q2 2018, filed 15 Aug 2018.