SSB
MFIN icon

Sandy Spring Bank’s Medallion Financial MFIN Stock Holding History

Sandy Spring Bank’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
2015
Q3 		– Sell
-1,300
Closed -$11K – 988
2015
Q2 		$11K Hold
1,300
– – ﹤0.01% 681
2015
Q1 		$12K Sell
1,300
-850
-40% -$8.42K ﹤0.01% 651
2014
Q4 		$22K Buy
2,150
+450
+26% +$4.91K ﹤0.01% 526
2014
Q3 		$20K Buy
+1,700
New +$20.2K ﹤0.01% 542

Other funds holding MFIN

LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SC
Selz Capital New York $570M AUM 35.56% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Sandy Spring Bank's MFIN Position: Q3 2015 in Review

Sandy Spring Bank sold out of Medallion Financial (MFIN) in Q3 2015, closing a stake of 1,300 shares — an estimated $11K sold.

Sandy Spring Bank first reported a position in MFIN in Q3 2014 and held it in 4 quarters. The position peaked at $22K in Q4 2014. 66 funds tracked by Wall St. Rank hold MFIN as of Q3 2015.

  • Sandy Spring Bank reported no remaining Medallion Financial position as of Q3 2015 after selling out during the quarter.
  • Sandy Spring Bank sold 1,300 Medallion Financial shares in Q3 2015, an estimated $11K.
  • Sandy Spring Bank first reported a position in Medallion Financial in Q3 2014 and held it in 4 quarters.
  • Sandy Spring Bank's Medallion Financial position peaked at $22K in Q4 2014.
  • 66 funds tracked by Wall St. Rank held Medallion Financial as of Q3 2015.

Based on Sandy Spring Bank's 13F filing for Q3 2015, filed 4 Nov 2015.