WealthPLAN Partners’s Medallion Financial MFIN Stock Holding History

WealthPLAN Partners’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 Q3	$3.41K	Hold	800	–	–	﹤0.01%	783
2016 Q2	$6	Buy	+800	New	+$6.22K	﹤0.01%	2550

Other funds holding MFIN

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Selz Capital New York $570M AUM 35.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

AWCI

Alpine Woods Capital Investors Purchase, New York $460M AUM 30.5% 1-Year Est. Return

WealthPLAN Partners's MFIN Position: Q3 2016 in Review

WealthPLAN Partners held its Medallion Financial (MFIN) position steady in Q3 2016 at 800 shares worth $3.41K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

WealthPLAN Partners first reported a position in MFIN in Q2 2016 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold MFIN as of Q3 2016.

WealthPLAN Partners held 800 shares of Medallion Financial worth $3.41K as of Q3 2016.
WealthPLAN Partners left its Medallion Financial share count unchanged in Q3 2016.
Medallion Financial made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #783 holding.
WealthPLAN Partners first reported a position in Medallion Financial in Q2 2016 and has held it in 2 quarters since.
57 funds tracked by Wall St. Rank held Medallion Financial as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.