SW
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SVB Wealth’s Medallion Financial MFIN Stock Holding History

SVB Wealth’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
2015
Q2 		– Sell
-16,000
Closed -$148K – 573
2015
Q1 		$148K Sell
16,000
-2,000
-11% -$19.8K ﹤0.01% 536
2014
Q4 		$180K Buy
+18,000
New +$196K 0.01% 523

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SC
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WA
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HCS
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CIM
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