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Pinnacle Associates’s Medallion Financial MFIN Stock Holding History

Pinnacle Associates’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
Q4 		– Sell
-87,274
Closed -$1.02M – 631
2014
Q3 		$1.02M Sell
87,274
-32,837
-27% -$391K 0.02% 354
2014
Q2 		$1.5M Sell
120,111
-12,553
-9% -$165K 0.03% 317
2014
Q1 		$1.75M Sell
132,664
-9,252
-7% -$128K 0.03% 293
2013
Q4 		$2.04M Buy
141,916
+44,895
+46% +$701K 0.04% 284
2013
Q3 		$1.44M Sell
97,021
-4,321
-4% -$63.2K 0.03% 311
2013
Q2 		$1.41M Buy
+101,342
New +$1.46M 0.03% 305

Other funds holding MFIN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Pinnacle Associates's MFIN Position: Q4 2014 in Review

Pinnacle Associates sold out of Medallion Financial (MFIN) in Q4 2014, closing a stake of 87,274 shares — an estimated $1.02M sold.

Pinnacle Associates first reported a position in MFIN in Q2 2013 and held it in 6 quarters. The position peaked at $2.04M in Q4 2013. 69 funds tracked by Wall St. Rank hold MFIN as of Q4 2014.

  • Pinnacle Associates reported no remaining Medallion Financial position as of Q4 2014 after selling out during the quarter.
  • Pinnacle Associates sold 87,274 Medallion Financial shares in Q4 2014, an estimated $1.02M.
  • Pinnacle Associates first reported a position in Medallion Financial in Q2 2013 and held it in 6 quarters.
  • Pinnacle Associates's Medallion Financial position peaked at $2.04M in Q4 2013.
  • 69 funds tracked by Wall St. Rank held Medallion Financial as of Q4 2014.

Based on Pinnacle Associates's 13F filing for Q4 2014, filed 12 Feb 2015.