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Waverly Advisors’s Medallion Financial MFIN Stock Holding History

Waverly Advisors’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
-924
Closed -$12K – 778
2014
Q2 		$12K Sell
924
-529
-36% -$6.95K 0.01% 408
2014
Q1 		$19K Buy
+1,453
New +$20.1K 0.01% 329

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

Waverly Advisors's MFIN Position: Q3 2014 in Review

Waverly Advisors sold out of Medallion Financial (MFIN) in Q3 2014, closing a stake of 924 shares — an estimated $12K sold.

Waverly Advisors first reported a position in MFIN in Q1 2014 and held it in 2 quarters. The position peaked at $19K in Q1 2014. 80 funds tracked by Wall St. Rank hold MFIN as of Q3 2014.

  • Waverly Advisors reported no remaining Medallion Financial position as of Q3 2014 after selling out during the quarter.
  • Waverly Advisors sold 924 Medallion Financial shares in Q3 2014, an estimated $12K.
  • Waverly Advisors first reported a position in Medallion Financial in Q1 2014 and held it in 2 quarters.
  • Waverly Advisors's Medallion Financial position peaked at $19K in Q1 2014.
  • 80 funds tracked by Wall St. Rank held Medallion Financial as of Q3 2014.

Based on Waverly Advisors's 13F filing for Q3 2014, filed 28 Oct 2014.