JP Morgan Private Wealth Advisors’s Medallion Financial MFIN Stock Holding History

JP Morgan Private Wealth Advisors’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
2019 Q4	–	Sell	-11,875	Closed	-$76K	–	1489
2019 Q3	$76K	Buy	+11,875	New	+$64.1K	﹤0.01%	1399
2018 Q3	–	Sell	-10,000	Closed	-$55K	–	1604
2018 Q2	$55K	Sell	10,000 -10,000	-50%	-$48.1K	﹤0.01%	1434
2018 Q1	$93K	Sell	20,000 -5,000	-20%	-$22.9K	﹤0.01%	1229
2017 Q4	$88K	Sell	25,000 -2,000	-7%	-$5.46K	﹤0.01%	1237
2017 Q3	$59K	Hold	27,000	–	–	﹤0.01%	1212
2017 Q2	$65K	Hold	27,000	–	–	﹤0.01%	1203
2017 Q1	$53K	Hold	27,000	–	–	﹤0.01%	1308
2016 Q4	$82K	Buy	27,000 +4,500	+20%	+$16.4K	﹤0.01%	1212
2016 Q3	$95K	Hold	22,500	–	–	﹤0.01%	1186
2016 Q2	$166K	Buy	+22,500	New	+$175K	﹤0.01%	1174

Other funds holding MFIN

KCM

Key Colony Management Little Rock, Arkansas $73.7M AUM 49.85% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

JP Morgan Private Wealth Advisors's MFIN Position: Q4 2019 in Review

JP Morgan Private Wealth Advisors sold out of Medallion Financial (MFIN) in Q4 2019, closing a stake of 11,875 shares — an estimated $76K sold.

JP Morgan Private Wealth Advisors first reported a position in MFIN in Q2 2016 and held it in 10 quarters. The position peaked at $166K in Q2 2016. 56 funds tracked by Wall St. Rank hold MFIN as of Q4 2019.

JP Morgan Private Wealth Advisors reported no remaining Medallion Financial position as of Q4 2019 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 11,875 Medallion Financial shares in Q4 2019, an estimated $76K.
JP Morgan Private Wealth Advisors first reported a position in Medallion Financial in Q2 2016 and held it in 10 quarters.
JP Morgan Private Wealth Advisors's Medallion Financial position peaked at $166K in Q2 2016.
56 funds tracked by Wall St. Rank held Medallion Financial as of Q4 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.