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New England Securities’s Medallion Financial MFIN Stock Holding History

New England Securities’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
Q1 		– Sell
-238
Closed -$3K – 1777
2013
Q4 		$3K Hold
238
– – ﹤0.01% 1355
2013
Q3 		$4K Buy
+238
New +$3.48K ﹤0.01% 1242

Other funds holding MFIN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

New England Securities's MFIN Position: Q1 2014 in Review

New England Securities sold out of Medallion Financial (MFIN) in Q1 2014, closing a stake of 238 shares — an estimated $3K sold.

New England Securities first reported a position in MFIN in Q3 2013 and held it in 2 quarters. The position peaked at $4K in Q3 2013. 91 funds tracked by Wall St. Rank hold MFIN as of Q1 2014.

  • New England Securities reported no remaining Medallion Financial position as of Q1 2014 after selling out during the quarter.
  • New England Securities sold 238 Medallion Financial shares in Q1 2014, an estimated $3K.
  • New England Securities first reported a position in Medallion Financial in Q3 2013 and held it in 2 quarters.
  • New England Securities's Medallion Financial position peaked at $4K in Q3 2013.
  • 91 funds tracked by Wall St. Rank held Medallion Financial as of Q1 2014.

Based on New England Securities's 13F filing for Q1 2014, filed 30 Apr 2014.