Lebenthal Holdings’s Medallion Financial MFIN Stock Holding History

Lebenthal Holdings’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
2015 Q4	–	Sell	-29,900	Closed	-$227K	–	301
2015 Q3	$227K	Buy	+29,900	New	+$237K	0.05%	285

Other funds holding MFIN

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Selz Capital New York $570M AUM 35.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

OMC

Overbrook Management Corp New York $529M AUM 31.5% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

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

Lebenthal Holdings's MFIN Position: Q4 2015 in Review

Lebenthal Holdings sold out of Medallion Financial (MFIN) in Q4 2015, closing a stake of 29,900 shares — an estimated $227K sold.

Lebenthal Holdings first reported a position in MFIN in Q3 2015 and held it in 1 quarter. The position peaked at $227K in Q3 2015. 65 funds tracked by Wall St. Rank hold MFIN as of Q4 2015.

Lebenthal Holdings reported no remaining Medallion Financial position as of Q4 2015 after selling out during the quarter.
Lebenthal Holdings sold 29,900 Medallion Financial shares in Q4 2015, an estimated $227K.
Lebenthal Holdings first reported a position in Medallion Financial in Q3 2015 and held it in 1 quarter.
Lebenthal Holdings's Medallion Financial position peaked at $227K in Q3 2015.
65 funds tracked by Wall St. Rank held Medallion Financial as of Q4 2015.

Based on Lebenthal Holdings's 13F filing for Q4 2015, filed 25 Jan 2016.