AA
MDLY

Ancora Advisors’s Medley Management Inc MDLY Stock Holding History

Ancora Advisors’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
2019
Q3 		– Sell
-2,155
Closed -$53K – 666
2019
Q2 		$53K Buy
2,155
+344
+19% +$9.75K ﹤0.01% 577
2019
Q1 		$62K Buy
1,811
+811
+81% +$30.9K ﹤0.01% 591
2018
Q4 		$39K Buy
+1,000
New +$49.9K ﹤0.01% 592

Other funds holding MDLY

AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
SCM
Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
KCM
Kingstown Capital Management New York $30.4M AUM 3.71% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Ancora Advisors's MDLY Position: Q3 2019 in Review

Ancora Advisors sold out of Medley Management Inc (MDLY) in Q3 2019, closing a stake of 2,155 shares — an estimated $53K sold.

Ancora Advisors first reported a position in MDLY in Q4 2018 and held it in 3 quarters. The position peaked at $62K in Q1 2019. 31 funds tracked by Wall St. Rank hold MDLY as of Q3 2019.

  • Ancora Advisors reported no remaining Medley Management Inc position as of Q3 2019 after selling out during the quarter.
  • Ancora Advisors sold 2,155 Medley Management Inc shares in Q3 2019, an estimated $53K.
  • Ancora Advisors first reported a position in Medley Management Inc in Q4 2018 and held it in 3 quarters.
  • Ancora Advisors's Medley Management Inc position peaked at $62K in Q1 2019.
  • 31 funds tracked by Wall St. Rank held Medley Management Inc as of Q3 2019.

Based on Ancora Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.