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Loeb Offshore Management’s Medallion Financial MFIN Stock Holding History

Loeb Offshore 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
2014
Q3 		– Sell
-75,000
Closed -$935K – 164
2014
Q2 		$935K Buy
+75,000
New +$985K 0.16% 87
2013
Q4 		– Sell
-24,988
Closed -$372K – 218
2013
Q3 		$372K Buy
+24,988
New +$366K 0.11% 150

Other funds holding MFIN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Loeb Offshore Management's MFIN Position: Q3 2014 in Review

Loeb Offshore Management sold out of Medallion Financial (MFIN) in Q3 2014, closing a stake of 75,000 shares — an estimated $935K sold.

Loeb Offshore Management first reported a position in MFIN in Q3 2013 and held it in 2 quarters. The position peaked at $935K in Q2 2014. 80 funds tracked by Wall St. Rank hold MFIN as of Q3 2014.

  • Loeb Offshore Management reported no remaining Medallion Financial position as of Q3 2014 after selling out during the quarter.
  • Loeb Offshore Management sold 75,000 Medallion Financial shares in Q3 2014, an estimated $935K.
  • Loeb Offshore Management first reported a position in Medallion Financial in Q3 2013 and held it in 2 quarters.
  • Loeb Offshore Management's Medallion Financial position peaked at $935K in Q2 2014.
  • 80 funds tracked by Wall St. Rank held Medallion Financial as of Q3 2014.

Based on Loeb Offshore Management's 13F filing for Q3 2014, filed 14 Nov 2014.