JA
MRLN

JOYN Advisors’s Marlin Business Services Corp MRLN Stock Holding History

JOYN Advisors’s Portfolio MRLN Stock Details MRLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-103
Closed -$3K – 1920
2018
Q3 		$3K Sell
103
-646
-86% -$18.8K ﹤0.01% 1403
2018
Q2 		$22K Sell
749
-666
-47% -$19.6K ﹤0.01% 654
2018
Q1 		$40K Buy
+1,415
New +$36.3K 0.01% 515

Other funds holding MRLN

RMCP
Red Mountain Capital Partners Los Angeles, California $55.4M AUM 35.53% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MOACM
Mutual of America Capital Management New York $8.8B AUM 29.06% 1-Year Est. Return

JOYN Advisors's MRLN Position: Q4 2018 in Review

JOYN Advisors sold out of Marlin Business Services Corp (MRLN) in Q4 2018, closing a stake of 103 shares — an estimated $3K sold.

JOYN Advisors first reported a position in MRLN in Q1 2018 and held it in 3 quarters. The position peaked at $40K in Q1 2018. 75 funds tracked by Wall St. Rank hold MRLN as of Q4 2018.

  • JOYN Advisors reported no remaining Marlin Business Services Corp position as of Q4 2018 after selling out during the quarter.
  • JOYN Advisors sold 103 Marlin Business Services Corp shares in Q4 2018, an estimated $3K.
  • JOYN Advisors first reported a position in Marlin Business Services Corp in Q1 2018 and held it in 3 quarters.
  • JOYN Advisors's Marlin Business Services Corp position peaked at $40K in Q1 2018.
  • 75 funds tracked by Wall St. Rank held Marlin Business Services Corp as of Q4 2018.

Based on JOYN Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.