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Confluence Investment Management’s Medallion Financial MFIN Stock Holding History

Confluence 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
2017
Q2 		– Sell
-53,953
Closed -$107K – 242
2017
Q1 		$107K Sell
53,953
-29,400
-35% -$70.8K ﹤0.01% 235
2016
Q4 		$252K Hold
83,353
– – 0.01% 220
2016
Q3 		$352K Hold
83,353
– – 0.01% 200
2016
Q2 		$615K Hold
83,353
– – 0.02% 198
2016
Q1 		$769K Sell
83,353
-45,000
-35% -$344K 0.02% 192
2015
Q4 		$904K Sell
128,353
-65,000
-34% -$508K 0.03% 199
2015
Q3 		$1.47M Sell
193,353
-109,611
-36% -$870K 0.05% 185
2015
Q2 		$2.53M Sell
302,964
-15,500
-5% -$154K 0.09% 155
2015
Q1 		$2.95M Buy
318,464
+160
+0.1% +$1.58K 0.11% 145
2014
Q4 		$3.19M Buy
318,304
+762
+0.2% +$8.31K 0.13% 134
2014
Q3 		$3.7M Buy
317,542
+2,399
+0.8% +$28.6K 0.17% 129
2014
Q2 		$3.93M Buy
315,143
+15,422
+5% +$203K 0.18% 120
2014
Q1 		$3.96M Sell
299,721
-8,109
-3% -$112K 0.2% 121
2013
Q4 		$4.42M Sell
307,830
-10,500
-3% -$164K 0.24% 92
2013
Q3 		$4.74M Hold
318,330
– – 0.29% 83
2013
Q2 		$4.43M Buy
+318,330
New +$4.58M 0.3% 88

Other funds holding MFIN

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SC
Selz Capital New York $570M AUM 35.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Confluence Investment Management's MFIN Position: Q2 2017 in Review

Confluence Investment Management sold out of Medallion Financial (MFIN) in Q2 2017, closing a stake of 53,953 shares — an estimated $107K sold.

Confluence Investment Management first reported a position in MFIN in Q2 2013 and held it in 16 quarters. The position peaked at $4.74M in Q3 2013. 44 funds tracked by Wall St. Rank hold MFIN as of Q2 2017.

  • Confluence Investment Management reported no remaining Medallion Financial position as of Q2 2017 after selling out during the quarter.
  • Confluence Investment Management sold 53,953 Medallion Financial shares in Q2 2017, an estimated $107K.
  • Confluence Investment Management first reported a position in Medallion Financial in Q2 2013 and held it in 16 quarters.
  • Confluence Investment Management's Medallion Financial position peaked at $4.74M in Q3 2013.
  • 44 funds tracked by Wall St. Rank held Medallion Financial as of Q2 2017.

Based on Confluence Investment Management's 13F filing for Q2 2017, filed 11 Jul 2017.