Second Curve Capital’s Medallion Financial MFIN Stock Holding History

Second Curve Capital’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
2019 Q1	–	Sell	-107,461	Closed	-$504K	–	20
2018 Q4	$504K	Sell	107,461 -155,952	-59%	-$955K	0.5%	14
2018 Q3	$1.75M	Sell	263,413 -271,587	-51%	-$1.6M	0.76%	17
2018 Q2	$2.93M	Buy	535,000 +30,000	+6%	+$144K	1.13%	16
2018 Q1	$2.35M	Buy	505,000 +385,000	+321%	+$1.77M	0.9%	16
2017 Q4	$424K	Buy	+120,000	New	+$328K	0.17%	21

Other funds holding MFIN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Second Curve Capital's MFIN Position: Q1 2019 in Review

Second Curve Capital sold out of Medallion Financial (MFIN) in Q1 2019, closing a stake of 107,461 shares — an estimated $504K sold.

Second Curve Capital first reported a position in MFIN in Q4 2017 and held it in 5 quarters. The position peaked at $2.93M in Q2 2018. 48 funds tracked by Wall St. Rank hold MFIN as of Q1 2019.

Second Curve Capital reported no remaining Medallion Financial position as of Q1 2019 after selling out during the quarter.
Second Curve Capital sold 107,461 Medallion Financial shares in Q1 2019, an estimated $504K.
Second Curve Capital first reported a position in Medallion Financial in Q4 2017 and held it in 5 quarters.
Second Curve Capital's Medallion Financial position peaked at $2.93M in Q2 2018.
48 funds tracked by Wall St. Rank held Medallion Financial as of Q1 2019.

Based on Second Curve Capital's 13F filing for Q1 2019, filed 15 May 2019.