Jacobs Levy Equity Management
MFI

Jacobs Levy Equity Management’s MICROFINANCIAL INC MFI Stock Holding History

Jacobs Levy Equity Management’s Portfolio MFI Stock Details MFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-17,821
Closed -$144K – 1007
2014
Q3 		$144K Sell
17,821
-11,672
-40% -$91.6K ﹤0.01% 781
2014
Q2 		$228K Sell
29,493
-2,991
-9% -$23.5K ﹤0.01% 748
2014
Q1 		$256K Buy
32,484
+9,763
+43% +$80.8K ﹤0.01% 780
2013
Q4 		$194K Buy
+22,721
New +$194K ﹤0.01% 880

Other funds holding MFI

AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Jacobs Levy Equity Management's MFI Position: Q4 2014 in Review

Jacobs Levy Equity Management sold out of MICROFINANCIAL INC (MFI) in Q4 2014, closing a stake of 17,821 shares — an estimated $144K sold.

Jacobs Levy Equity Management first reported a position in MFI in Q4 2013 and held it in 4 quarters. The position peaked at $256K in Q1 2014. 44 funds tracked by Wall St. Rank hold MFI as of Q4 2014.

  • Jacobs Levy Equity Management reported no remaining MICROFINANCIAL INC position as of Q4 2014 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 17,821 MICROFINANCIAL INC shares in Q4 2014, an estimated $144K.
  • Jacobs Levy Equity Management first reported a position in MICROFINANCIAL INC in Q4 2013 and held it in 4 quarters.
  • Jacobs Levy Equity Management's MICROFINANCIAL INC position peaked at $256K in Q1 2014.
  • 44 funds tracked by Wall St. Rank held MICROFINANCIAL INC as of Q4 2014.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2014, filed 17 Feb 2015.