Optimum Investment Advisors’s Medallion Financial MFIN Stock Holding History

Optimum Investment 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
2019 Q1	–	Sell	-60,000	Closed	-$281K	–	1022
2018 Q4	$281K	Hold	60,000	–	–	0.1%	200
2018 Q3	$399K	Hold	60,000	–	–	0.11%	184
2018 Q2	$329K	Hold	60,000	–	–	0.09%	213
2018 Q1	$279K	Hold	60,000	–	–	0.08%	237
2017 Q4	$212K	Hold	60,000	–	–	0.07%	286
2017 Q3	$130K	Hold	60,000	–	–	0.04%	288
2017 Q2	$143K	Hold	60,000	–	–	0.05%	284
2017 Q1	$119K	Hold	60,000	–	–	0.04%	279
2016 Q4	$181K	Hold	60,000	–	–	0.07%	262
2016 Q3	$253K	Hold	60,000	–	–	0.1%	240
2016 Q2	$443K	Hold	60,000	–	–	0.17%	166
2016 Q1	$554K	Hold	60,000	–	–	0.22%	135
2015 Q4	$422K	Hold	60,000	–	–	0.16%	174
2015 Q3	$455K	Buy	+60,000	New	+$476K	0.18%	153
2015 Q1	$556K	Hold	60,000	–	–	0.18%	149
2014 Q4	$601K	Hold	60,000	–	–	0.19%	136
2014 Q3	$700K	Hold	60,000	–	–	0.23%	116
2014 Q2	$748K	Hold	60,000	–	–	0.24%	116
2014 Q1	$793K	Hold	60,000	–	–	0.3%	94
2013 Q4	$861K	Hold	60,000	–	–	0.32%	87
2013 Q3	$893K	Buy	+60,000	New	+$878K	0.37%	77

Other funds holding MFIN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Optimum Investment Advisors's MFIN Position: Q1 2019 in Review

Optimum Investment Advisors sold out of Medallion Financial (MFIN) in Q1 2019, closing a stake of 60,000 shares — an estimated $281K sold.

Optimum Investment Advisors first reported a position in MFIN in Q3 2013 and held it in 21 quarters. The position peaked at $893K in Q3 2013. 48 funds tracked by Wall St. Rank hold MFIN as of Q1 2019.

Optimum Investment Advisors reported no remaining Medallion Financial position as of Q1 2019 after selling out during the quarter.
Optimum Investment Advisors sold 60,000 Medallion Financial shares in Q1 2019, an estimated $281K.
Optimum Investment Advisors first reported a position in Medallion Financial in Q3 2013 and held it in 21 quarters.
Optimum Investment Advisors's Medallion Financial position peaked at $893K in Q3 2013.
48 funds tracked by Wall St. Rank held Medallion Financial as of Q1 2019.

Based on Optimum Investment Advisors's 13F filing for Q1 2019, filed 3 May 2019.