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SVB Wealth’s Medallion Financial MFIN Stock Holding History

SVB Wealth’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
2015
Q2 		– Sell
-16,000
Closed -$148K – 573
2015
Q1 		$148K Sell
16,000
-2,000
-11% -$19.8K ﹤0.01% 536
2014
Q4 		$180K Buy
+18,000
New +$196K 0.01% 523

Other funds holding MFIN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SC
Selz Capital New York $570M AUM 35.56% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $302M AUM 117.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HCS
Harvest Capital Strategies San Francisco, California $73.7M AUM 7.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

SVB Wealth's MFIN Position: Q2 2015 in Review

SVB Wealth sold out of Medallion Financial (MFIN) in Q2 2015, closing a stake of 16,000 shares — an estimated $148K sold.

SVB Wealth first reported a position in MFIN in Q4 2014 and held it in 2 quarters. The position peaked at $180K in Q4 2014. 71 funds tracked by Wall St. Rank hold MFIN as of Q2 2015.

  • SVB Wealth reported no remaining Medallion Financial position as of Q2 2015 after selling out during the quarter.
  • SVB Wealth sold 16,000 Medallion Financial shares in Q2 2015, an estimated $148K.
  • SVB Wealth first reported a position in Medallion Financial in Q4 2014 and held it in 2 quarters.
  • SVB Wealth's Medallion Financial position peaked at $180K in Q4 2014.
  • 71 funds tracked by Wall St. Rank held Medallion Financial as of Q2 2015.

Based on SVB Wealth's 13F filing for Q2 2015, filed 13 Aug 2015.