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Capital Investment Advisory Services’s Medallion Financial MFIN Stock Holding History

Capital Investment Advisory Services’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
2019
Q4 		– Sell
-250
Closed -$2K – 973
2019
Q3 		$2K Hold
250
– – ﹤0.01% 1277
2019
Q2 		$1K Hold
250
– – ﹤0.01% 1349
2019
Q1 		$2K Hold
250
– – ﹤0.01% 1114
2018
Q4 		$1K Buy
+250
New +$1.53K ﹤0.01% 1137

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Capital Investment Advisory Services's MFIN Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Medallion Financial (MFIN) in Q4 2019, closing a stake of 250 shares — an estimated $2K sold.

Capital Investment Advisory Services first reported a position in MFIN in Q4 2018 and held it in 4 quarters. The position peaked at $2K in Q3 2019. 56 funds tracked by Wall St. Rank hold MFIN as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Medallion Financial position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 250 Medallion Financial shares in Q4 2019, an estimated $2K.
  • Capital Investment Advisory Services first reported a position in Medallion Financial in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's Medallion Financial position peaked at $2K in Q3 2019.
  • 56 funds tracked by Wall St. Rank held Medallion Financial as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.