OCM
MFIN icon

Osterweis Capital Management’s Medallion Financial MFIN Stock Holding History

Osterweis Capital 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
2013
Q4 		– Sell
-4,310
Closed -$65K – 80
2013
Q3 		$65K Hold
4,310
– – ﹤0.01% 76
2013
Q2 		$60K Buy
+4,310
New +$62K ﹤0.01% 108

Other funds holding MFIN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osterweis Capital Management's MFIN Position: Q4 2013 in Review

Osterweis Capital Management sold out of Medallion Financial (MFIN) in Q4 2013, closing a stake of 4,310 shares — an estimated $65K sold.

Osterweis Capital Management first reported a position in MFIN in Q2 2013 and held it in 2 quarters. The position peaked at $65K in Q3 2013. 98 funds tracked by Wall St. Rank hold MFIN as of Q4 2013.

  • Osterweis Capital Management reported no remaining Medallion Financial position as of Q4 2013 after selling out during the quarter.
  • Osterweis Capital Management sold 4,310 Medallion Financial shares in Q4 2013, an estimated $65K.
  • Osterweis Capital Management first reported a position in Medallion Financial in Q2 2013 and held it in 2 quarters.
  • Osterweis Capital Management's Medallion Financial position peaked at $65K in Q3 2013.
  • 98 funds tracked by Wall St. Rank held Medallion Financial as of Q4 2013.

Based on Osterweis Capital Management's 13F filing for Q4 2013, filed 13 Feb 2014.