Envestnet Asset Management
MFIN icon

Envestnet Asset Management’s Medallion Financial MFIN Stock Holding History

Envestnet Asset 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
2015
Q4 		– Sell
-1,246
Closed -$9K – 3043
2015
Q3 		$9K Buy
+1,246
New +$9.89K ﹤0.01% 3004

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UBS Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
OMC
Overbrook Management Corp New York $663M AUM 35.04% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Envestnet Asset Management's MFIN Position: Q4 2015 in Review

Envestnet Asset Management sold out of Medallion Financial (MFIN) in Q4 2015, closing a stake of 1,246 shares — an estimated $9K sold.

Envestnet Asset Management first reported a position in MFIN in Q3 2015 and held it in 1 quarter. The position peaked at $9K in Q3 2015. 65 funds tracked by Wall St. Rank hold MFIN as of Q4 2015.

  • Envestnet Asset Management reported no remaining Medallion Financial position as of Q4 2015 after selling out during the quarter.
  • Envestnet Asset Management sold 1,246 Medallion Financial shares in Q4 2015, an estimated $9K.
  • Envestnet Asset Management first reported a position in Medallion Financial in Q3 2015 and held it in 1 quarter.
  • Envestnet Asset Management's Medallion Financial position peaked at $9K in Q3 2015.
  • 65 funds tracked by Wall St. Rank held Medallion Financial as of Q4 2015.

Based on Envestnet Asset Management's 13F filing for Q4 2015, filed 16 Feb 2016.