WFG Advisors’s Medallion Financial MFIN Stock Holding History

WFG 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
2014 Q4	–	Sell	-465	Closed	-$5K	–	2180
2014 Q3	$5K	Sell	465 -2,447	-84%	-$29.1K	﹤0.01%	1669
2014 Q2	$36K	Buy	+2,912	New	+$38.3K	0.01%	1039

Other funds holding MFIN

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

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

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

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

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

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

CIM

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

WFG Advisors's MFIN Position: Q4 2014 in Review

WFG Advisors sold out of Medallion Financial (MFIN) in Q4 2014, closing a stake of 465 shares — an estimated $5K sold.

WFG Advisors first reported a position in MFIN in Q2 2014 and held it in 2 quarters. The position peaked at $36K in Q2 2014. 69 funds tracked by Wall St. Rank hold MFIN as of Q4 2014.

WFG Advisors reported no remaining Medallion Financial position as of Q4 2014 after selling out during the quarter.
WFG Advisors sold 465 Medallion Financial shares in Q4 2014, an estimated $5K.
WFG Advisors first reported a position in Medallion Financial in Q2 2014 and held it in 2 quarters.
WFG Advisors's Medallion Financial position peaked at $36K in Q2 2014.
69 funds tracked by Wall St. Rank held Medallion Financial as of Q4 2014.

Based on WFG Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.