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Kanaly Trust’s Medallion Financial MFIN Stock Holding History

Kanaly Trust’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
2016
Q4 		$18K Hold
6,000
– – ﹤0.01% 447
2016
Q3 		$25K Hold
6,000
– – 0.01% 387
2016
Q2 		$44K Hold
6,000
– – 0.01% 298
2016
Q1 		$55K Hold
6,000
– – 0.01% 275
2015
Q4 		$42K Hold
6,000
– – 0.01% 301
2015
Q3 		$45K Hold
6,000
– – 0.01% 304
2015
Q2 		$50K Hold
6,000
– – 0.01% 309
2015
Q1 		$56K Hold
6,000
– – 0.01% 272
2014
Q4 		$60K Hold
6,000
– – 0.01% 276
2014
Q3 		$70K Buy
6,000
+2,000
+50% +$23.8K 0.01% 265
2014
Q2 		$50K Hold
4,000
– – 0.01% 306
2014
Q1 		$53K Buy
+4,000
New +$55.5K 0.01% 297

Other funds holding MFIN

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
SC
Selz Capital New York $570M AUM 35.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Kanaly Trust's MFIN Position: Q4 2016 in Review

Kanaly Trust held its Medallion Financial (MFIN) position steady in Q4 2016 at 6,000 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Kanaly Trust first reported a position in MFIN in Q1 2014 and has held it in 12 quarters since. The position peaked at $70K in Q3 2014. 53 funds tracked by Wall St. Rank hold MFIN as of Q4 2016.

  • Kanaly Trust held 6,000 shares of Medallion Financial worth $18K as of Q4 2016.
  • Kanaly Trust left its Medallion Financial share count unchanged in Q4 2016.
  • Medallion Financial made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #447 holding.
  • Kanaly Trust first reported a position in Medallion Financial in Q1 2014 and has held it in 12 quarters since.
  • Kanaly Trust's Medallion Financial position peaked at $70K in Q3 2014.
  • 53 funds tracked by Wall St. Rank held Medallion Financial as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.