CIBC Private Wealth Group
MDLY

CIBC Private Wealth Group’s Medley Management Inc MDLY Stock Holding History

CIBC Private Wealth Group’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
Q3 		– Sell
-281
Closed -$10K – 1864
2018
Q2 		$10K Hold
281
– – ﹤0.01% 1577
2018
Q1 		$16K Buy
+281
New +$17.9K ﹤0.01% 1433

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
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
SCM
Shelton Capital Management Denver, Colorado $4.57B AUM 32.26% 1-Year Est. Return

CIBC Private Wealth Group's MDLY Position: Q3 2018 in Review

CIBC Private Wealth Group sold out of Medley Management Inc (MDLY) in Q3 2018, closing a stake of 281 shares — an estimated $10K sold.

CIBC Private Wealth Group first reported a position in MDLY in Q1 2018 and held it in 2 quarters. The position peaked at $16K in Q1 2018. 34 funds tracked by Wall St. Rank hold MDLY as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining Medley Management Inc position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 281 Medley Management Inc shares in Q3 2018, an estimated $10K.
  • CIBC Private Wealth Group first reported a position in Medley Management Inc in Q1 2018 and held it in 2 quarters.
  • CIBC Private Wealth Group's Medley Management Inc position peaked at $16K in Q1 2018.
  • 34 funds tracked by Wall St. Rank held Medley Management Inc as of Q3 2018.

Based on CIBC Private Wealth Group's 13F filing for Q3 2018, filed 14 Nov 2018.