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LBA Wealth Management’s Medallion Financial MFIN Stock Holding History

LBA Wealth Management’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 		– Sell
-1,000
Closed -$4K – 475
2016
Q3 		$4K Hold
1,000
– – ﹤0.01% 388
2016
Q2 		$7K Hold
1,000
– – ﹤0.01% 331
2016
Q1 		$9K Hold
1,000
– – 0.01% 313
2015
Q4 		$7K Buy
+1,000
New +$7.82K ﹤0.01% 317

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

LBA Wealth Management's MFIN Position: Q4 2016 in Review

LBA Wealth Management sold out of Medallion Financial (MFIN) in Q4 2016, closing a stake of 1,000 shares — an estimated $4K sold.

LBA Wealth Management first reported a position in MFIN in Q4 2015 and held it in 4 quarters. The position peaked at $9K in Q1 2016. 53 funds tracked by Wall St. Rank hold MFIN as of Q4 2016.

  • LBA Wealth Management reported no remaining Medallion Financial position as of Q4 2016 after selling out during the quarter.
  • LBA Wealth Management sold 1,000 Medallion Financial shares in Q4 2016, an estimated $4K.
  • LBA Wealth Management first reported a position in Medallion Financial in Q4 2015 and held it in 4 quarters.
  • LBA Wealth Management's Medallion Financial position peaked at $9K in Q1 2016.
  • 53 funds tracked by Wall St. Rank held Medallion Financial as of Q4 2016.

Based on LBA Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.