Commonwealth Equity Services
MFIN icon

Commonwealth Equity Services’s Medallion Financial MFIN Stock Holding History

Commonwealth Equity Services’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
Q4 		– Sell
-10,561
Closed -$123K – 2130
2014
Q3 		$123K Buy
+10,561
New +$126K ﹤0.01% 1938
2014
Q1 		– Sell
-12,837
Closed -$184K – 2031
2013
Q4 		$184K Sell
12,837
-1,269
-9% -$19.8K ﹤0.01% 1709
2013
Q3 		$210K Sell
14,106
-1,819
-11% -$26.6K ﹤0.01% 1599
2013
Q2 		$222K Buy
+15,925
New +$229K ﹤0.01% 1497

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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Commonwealth Equity Services's MFIN Position: Q4 2014 in Review

Commonwealth Equity Services sold out of Medallion Financial (MFIN) in Q4 2014, closing a stake of 10,561 shares — an estimated $123K sold.

Commonwealth Equity Services first reported a position in MFIN in Q2 2013 and held it in 4 quarters. The position peaked at $222K in Q2 2013. 69 funds tracked by Wall St. Rank hold MFIN as of Q4 2014.

  • Commonwealth Equity Services reported no remaining Medallion Financial position as of Q4 2014 after selling out during the quarter.
  • Commonwealth Equity Services sold 10,561 Medallion Financial shares in Q4 2014, an estimated $123K.
  • Commonwealth Equity Services first reported a position in Medallion Financial in Q2 2013 and held it in 4 quarters.
  • Commonwealth Equity Services's Medallion Financial position peaked at $222K in Q2 2013.
  • 69 funds tracked by Wall St. Rank held Medallion Financial as of Q4 2014.

Based on Commonwealth Equity Services's 13F filing for Q4 2014, filed 13 Jan 2015.