Sumitomo Mitsui DS Asset Management’s Medallion Financial MFIN Stock Holding History

Sumitomo Mitsui DS Asset Management’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 Q1	–	Sell	-158,110	Closed	-$1.11M	–	711
2015 Q4	$1.11M	Sell	158,110 -28,370	-15%	-$222K	0.04%	364
2015 Q3	$1.41M	Hold	186,480	–	–	0.05%	312
2015 Q2	$1.56M	Buy	186,480 +14,410	+8%	+$143K	0.05%	319
2015 Q1	$1.59M	Sell	172,070 -5,240	-3%	-$51.9K	0.05%	337
2014 Q4	$1.77M	Buy	177,310 +14,130	+9%	+$154K	0.05%	312
2014 Q3	$1.9M	Buy	+163,180	New	+$1.94M	0.06%	301
2014 Q2	–	Sell	-37,060	Closed	-$489K	–	780
2014 Q1	$489K	Hold	37,060	–	–	0.01%	693
2013 Q4	$531K	Buy	+37,060	New	+$579K	0.02%	677

Other funds holding MFIN

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

BCM

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

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

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's MFIN Position: Q1 2016 in Review

Sumitomo Mitsui DS Asset Management sold out of Medallion Financial (MFIN) in Q1 2016, closing a stake of 158,110 shares — an estimated $1.11M sold.

Sumitomo Mitsui DS Asset Management first reported a position in MFIN in Q4 2013 and held it in 8 quarters. The position peaked at $1.9M in Q3 2014. 57 funds tracked by Wall St. Rank hold MFIN as of Q1 2016.

Sumitomo Mitsui DS Asset Management reported no remaining Medallion Financial position as of Q1 2016 after selling out during the quarter.
Sumitomo Mitsui DS Asset Management sold 158,110 Medallion Financial shares in Q1 2016, an estimated $1.11M.
Sumitomo Mitsui DS Asset Management first reported a position in Medallion Financial in Q4 2013 and held it in 8 quarters.
Sumitomo Mitsui DS Asset Management's Medallion Financial position peaked at $1.9M in Q3 2014.
57 funds tracked by Wall St. Rank held Medallion Financial as of Q1 2016.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q1 2016, filed 11 May 2016.