RAFFA WEALTH MANAGEMENT, LLC’s Medallion Financial MFIN Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	-5,000	Closed	-$46.3K	–	829
2015 Q1	$46.3K	Hold	5,000	–	–	0.03%	83
2014 Q4	$50K	Hold	5,000	–	–	0.03%	76
2014 Q3	$58.3K	Hold	5,000	–	–	0.04%	71
2014 Q2	$62.3K	Hold	5,000	–	–	0.05%	67
2014 Q1	$66K	Hold	5,000	–	–	0.05%	65
2013 Q4	$50K	Buy	+5,000	New	+$78.1K	0.03%	76

Other funds holding MFIN

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

MHP

Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HCS

Harvest Capital Strategies San Francisco, California $73.7M AUM 7.47% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's MFIN Position: Q2 2015 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Medallion Financial (MFIN) in Q2 2015, closing a stake of 5,000 shares — an estimated $46.3K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in MFIN in Q4 2013 and held it in 6 quarters. The position peaked at $66K in Q1 2014. 71 funds tracked by Wall St. Rank hold MFIN as of Q2 2015.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Medallion Financial position as of Q2 2015 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 5,000 Medallion Financial shares in Q2 2015, an estimated $46.3K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Medallion Financial in Q4 2013 and held it in 6 quarters.
RAFFA WEALTH MANAGEMENT, LLC's Medallion Financial position peaked at $66K in Q1 2014.
71 funds tracked by Wall St. Rank held Medallion Financial as of Q2 2015.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2015, filed 27 Jul 2026.