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Glassman Wealth Services’s Medallion Financial MFIN Stock Holding History

Glassman Wealth 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
2015
Q1 		– Sell
-424
Closed -$4K – 450
2014
Q4 		$4K Buy
+424
New +$4.62K ﹤0.01% 434

Other funds holding MFIN

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WA
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
HCS
Harvest Capital Strategies San Francisco, California $73.7M AUM 7.47% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 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

Glassman Wealth Services's MFIN Position: Q1 2015 in Review

Glassman Wealth Services sold out of Medallion Financial (MFIN) in Q1 2015, closing a stake of 424 shares — an estimated $4K sold.

Glassman Wealth Services first reported a position in MFIN in Q4 2014 and held it in 1 quarter. The position peaked at $4K in Q4 2014. 69 funds tracked by Wall St. Rank hold MFIN as of Q1 2015.

  • Glassman Wealth Services reported no remaining Medallion Financial position as of Q1 2015 after selling out during the quarter.
  • Glassman Wealth Services sold 424 Medallion Financial shares in Q1 2015, an estimated $4K.
  • Glassman Wealth Services first reported a position in Medallion Financial in Q4 2014 and held it in 1 quarter.
  • Glassman Wealth Services's Medallion Financial position peaked at $4K in Q4 2014.
  • 69 funds tracked by Wall St. Rank held Medallion Financial as of Q1 2015.

Based on Glassman Wealth Services's 13F filing for Q1 2015, filed 15 May 2015.