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First Allied Advisory Services’s Medallion Financial MFIN Stock Holding History

First Allied 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
2014
Q1 		– Sell
-17,700
Closed -$252K – 1036
2013
Q4 		$252K Buy
+17,700
New +$276K 0.02% 743

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BFA
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State Street
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Morgan Stanley
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CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

First Allied Advisory Services's MFIN Position: Q1 2014 in Review

First Allied Advisory Services sold out of Medallion Financial (MFIN) in Q1 2014, closing a stake of 17,700 shares — an estimated $252K sold.

First Allied Advisory Services first reported a position in MFIN in Q4 2013 and held it in 1 quarter. The position peaked at $252K in Q4 2013. 91 funds tracked by Wall St. Rank hold MFIN as of Q1 2014.

  • First Allied Advisory Services reported no remaining Medallion Financial position as of Q1 2014 after selling out during the quarter.
  • First Allied Advisory Services sold 17,700 Medallion Financial shares in Q1 2014, an estimated $252K.
  • First Allied Advisory Services first reported a position in Medallion Financial in Q4 2013 and held it in 1 quarter.
  • First Allied Advisory Services's Medallion Financial position peaked at $252K in Q4 2013.
  • 91 funds tracked by Wall St. Rank held Medallion Financial as of Q1 2014.

Based on First Allied Advisory Services's 13F filing for Q1 2014, filed 15 May 2014.