SJ
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Stilwell Joseph’s Medallion Financial MFIN Stock Holding History

Stilwell Joseph’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 		$1.93M Buy
192,629
+87,629
+83% +$956K 1.11% 28
2014
Q3 		$1.22M Buy
+105,000
New +$1.25M 0.79% 28

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

Stilwell Joseph's MFIN Position: Q4 2014 in Review

Stilwell Joseph increased its Medallion Financial (MFIN) stake by 83% in Q4 2014, buying an estimated $956K and bringing the position to 192,629 shares worth $1.93M. The position accounts for 1.11% of the portfolio, ranked #28.

Stilwell Joseph first reported a position in MFIN in Q3 2014 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold MFIN as of Q4 2014.

  • Stilwell Joseph held 192,629 shares of Medallion Financial worth $1.93M as of Q4 2014.
  • Stilwell Joseph bought 87,629 Medallion Financial shares in Q4 2014, an estimated $956K.
  • Medallion Financial made up 1.11% of Stilwell Joseph's portfolio in Q4 2014, its #28 holding.
  • Stilwell Joseph first reported a position in Medallion Financial in Q3 2014 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held Medallion Financial as of Q4 2014.

Based on Stilwell Joseph's 13F filing for Q4 2014, filed 26 Jan 2015.