MSI Financial Services’s Medallion Financial MFIN Stock Holding History

MSI Financial Services’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	$63K	Sell	20,858 -161	-0.8%	-$586	﹤0.01%	1737
2016 Q3	$88K	Buy	21,019 +3,222	+18%	+$18.6K	﹤0.01%	1493
2016 Q2	$131K	Buy	17,797 +13,752	+340%	+$107K	﹤0.01%	1257
2016 Q1	$37K	Buy	4,045 +3,195	+376%	+$24.4K	﹤0.01%	1928
2015 Q4	$6K	Buy	+850	New	+$6.64K	﹤0.01%	2997
2014 Q4	–	Sell	-638	Closed	-$7K	–	2727
2014 Q3	$7K	Sell	638 -1,323	-67%	-$15.7K	﹤0.01%	1979
2014 Q2	$24K	Buy	+1,961	New	+$25.8K	﹤0.01%	1409
2014 Q1	–	Sell	-800	Closed	-$11K	–	2583
2013 Q4	$11K	Sell	800 -99	-11%	-$1.55K	﹤0.01%	1654
2013 Q3	$13K	Sell	899 -600	-40%	-$8.78K	﹤0.01%	1354
2013 Q2	$21K	Buy	+1,499	New	+$21.6K	﹤0.01%	1227

Other funds holding MFIN

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

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

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

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

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

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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

MSI Financial Services's MFIN Position: Q4 2016 in Review

MSI Financial Services reduced its Medallion Financial (MFIN) stake by 0.77% in Q4 2016, selling an estimated $586 and leaving 20,858 shares worth $63K. The position accounts for ﹤0.01% of the portfolio, ranked #1737.

MSI Financial Services first reported a position in MFIN in Q2 2013 and has held it in 10 quarters since. The position peaked at $131K in Q2 2016. 53 funds tracked by Wall St. Rank hold MFIN as of Q4 2016.

MSI Financial Services held 20,858 shares of Medallion Financial worth $63K as of Q4 2016.
MSI Financial Services sold 161 Medallion Financial shares in Q4 2016, an estimated $586.
Medallion Financial made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1737 holding.
MSI Financial Services first reported a position in Medallion Financial in Q2 2013 and has held it in 10 quarters since.
MSI Financial Services's Medallion Financial position peaked at $131K in Q2 2016.
53 funds tracked by Wall St. Rank held Medallion Financial as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.