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Summit Securities Group’s Medallion Financial MFIN Stock Holding History

Summit Securities Group’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
Q3 		– Sell
-50
Closed -$1K – 760
2014
Q2 		$1K Buy
+50
New +$657 ﹤0.01% 530

Other funds holding MFIN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Summit Securities Group's MFIN Position: Q3 2013 in Review

Summit Securities Group sold out of Medallion Financial (MFIN) in Q3 2013, closing a stake of 2,000 shares — an estimated $28K sold.

Summit Securities Group first reported a position in MFIN in Q2 2013 and held it in 1 quarter. The position peaked at $28K in Q2 2013. 82 funds tracked by Wall St. Rank hold MFIN as of Q3 2013.

  • Summit Securities Group reported no remaining Medallion Financial position as of Q3 2013 after selling out during the quarter.
  • Summit Securities Group sold 2,000 Medallion Financial shares in Q3 2013, an estimated $28K.
  • Summit Securities Group first reported a position in Medallion Financial in Q2 2013 and held it in 1 quarter.
  • Summit Securities Group's Medallion Financial position peaked at $28K in Q2 2013.
  • 82 funds tracked by Wall St. Rank held Medallion Financial as of Q3 2013.

Based on Summit Securities Group's 13F filing for Q3 2013, filed 1 Nov 2013.