AIP
MDLY

Ameritas Investment Partners’s Medley Management Inc MDLY Stock Holding History

Ameritas Investment Partners’s Portfolio MDLY Stock Details MDLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-52
Closed -$3K – 3098
2018
Q1 		$3K Hold
52
– – ﹤0.01% 2916
2017
Q4 		$3K Hold
52
– – ﹤0.01% 2922
2017
Q3 		$3K Hold
52
– – ﹤0.01% 2963
2017
Q2 		$3K Hold
52
– – ﹤0.01% 2969
2017
Q1 		$4K Buy
+52
New +$4.87K ﹤0.01% 2888

Other funds holding MDLY

AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
FM
Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return

Ameritas Investment Partners's MDLY Position: Q2 2018 in Review

Ameritas Investment Partners sold out of Medley Management Inc (MDLY) in Q2 2018, closing a stake of 52 shares — an estimated $3K sold.

Ameritas Investment Partners first reported a position in MDLY in Q1 2017 and held it in 5 quarters. The position peaked at $4K in Q1 2017. 38 funds tracked by Wall St. Rank hold MDLY as of Q2 2018.

  • Ameritas Investment Partners reported no remaining Medley Management Inc position as of Q2 2018 after selling out during the quarter.
  • Ameritas Investment Partners sold 52 Medley Management Inc shares in Q2 2018, an estimated $3K.
  • Ameritas Investment Partners first reported a position in Medley Management Inc in Q1 2017 and held it in 5 quarters.
  • Ameritas Investment Partners's Medley Management Inc position peaked at $4K in Q1 2017.
  • 38 funds tracked by Wall St. Rank held Medley Management Inc as of Q2 2018.

Based on Ameritas Investment Partners's 13F filing for Q2 2018, filed 13 Aug 2018.