Spinnaker Trust’s Medallion Financial MFIN Stock Holding History

Spinnaker Trust’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
2016 Q4	–	Sell	-10,000	Closed	-$42K	–	198
2016 Q3	$42K	Hold	10,000	–	–	0.01%	189
2016 Q2	$74K	Hold	10,000	–	–	0.01%	194
2016 Q1	$92K	Hold	10,000	–	–	0.01%	193
2015 Q4	$70K	Hold	10,000	–	–	0.01%	203
2015 Q3	$76K	Hold	10,000	–	–	0.01%	198
2015 Q2	$84K	Hold	10,000	–	–	0.01%	195
2015 Q1	$93K	Hold	10,000	–	–	0.01%	194
2014 Q4	$100K	Hold	10,000	–	–	0.01%	197
2014 Q3	$117K	Hold	10,000	–	–	0.02%	184
2014 Q2	$125K	Hold	10,000	–	–	0.02%	165
2014 Q1	$132K	Hold	10,000	–	–	0.02%	172
2013 Q4	$144K	Hold	10,000	–	–	0.02%	164
2013 Q3	$149K	Hold	10,000	–	–	0.03%	152
2013 Q2	$139K	Buy	+10,000	New	+$144K	0.03%	145

Other funds holding MFIN

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Spinnaker Trust's MFIN Position: Q4 2016 in Review

Spinnaker Trust sold out of Medallion Financial (MFIN) in Q4 2016, closing a stake of 10,000 shares — an estimated $42K sold.

Spinnaker Trust first reported a position in MFIN in Q2 2013 and held it in 14 quarters. The position peaked at $149K in Q3 2013. 53 funds tracked by Wall St. Rank hold MFIN as of Q4 2016.

Spinnaker Trust reported no remaining Medallion Financial position as of Q4 2016 after selling out during the quarter.
Spinnaker Trust sold 10,000 Medallion Financial shares in Q4 2016, an estimated $42K.
Spinnaker Trust first reported a position in Medallion Financial in Q2 2013 and held it in 14 quarters.
Spinnaker Trust's Medallion Financial position peaked at $149K in Q3 2013.
53 funds tracked by Wall St. Rank held Medallion Financial as of Q4 2016.

Based on Spinnaker Trust's 13F filing for Q4 2016, filed 15 Feb 2017.