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Rational Advisors’s Medallion Financial MFIN Stock Holding History

Rational 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
2013
Q4 		$359K Buy
+25,000
New +$391K 0.03% 393

Other funds holding MFIN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rational Advisors's MFIN Position: Q4 2013 in Review

Rational Advisors opened a new position in Medallion Financial (MFIN) in Q4 2013: 25,000 shares worth $359K. The stake represents 0.03% of the portfolio and ranks #393 among its holdings.

98 funds tracked by Wall St. Rank hold MFIN as of Q4 2013.

  • Rational Advisors held 25,000 shares of Medallion Financial worth $359K as of Q4 2013.
  • Medallion Financial was a new Rational Advisors position in Q4 2013.
  • Medallion Financial made up 0.03% of Rational Advisors's portfolio in Q4 2013, its #393 holding.
  • 98 funds tracked by Wall St. Rank held Medallion Financial as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.