CAS
MDLY

Cue Advisory Services’s Medley Management Inc MDLY Stock Holding History

Cue Advisory Services’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
Q4 		– Sell
-1,770
Closed -$93K – 150
2018
Q3 		$93K Hold
1,770
– – 0.06% 149
2018
Q2 		$63K Sell
1,770
-30
-2% -$1.43K 0.04% 149
2018
Q1 		$103K Buy
+1,800
New +$115K 0.07% 147

Other funds holding MDLY

JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 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
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SCM
Shelton Capital Management Denver, Colorado $4.57B AUM 32.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cue Advisory Services's MDLY Position: Q4 2018 in Review

Cue Advisory Services sold out of Medley Management Inc (MDLY) in Q4 2018, closing a stake of 1,770 shares — an estimated $93K sold.

Cue Advisory Services first reported a position in MDLY in Q1 2018 and held it in 3 quarters. The position peaked at $103K in Q1 2018. 30 funds tracked by Wall St. Rank hold MDLY as of Q4 2018.

  • Cue Advisory Services reported no remaining Medley Management Inc position as of Q4 2018 after selling out during the quarter.
  • Cue Advisory Services sold 1,770 Medley Management Inc shares in Q4 2018, an estimated $93K.
  • Cue Advisory Services first reported a position in Medley Management Inc in Q1 2018 and held it in 3 quarters.
  • Cue Advisory Services's Medley Management Inc position peaked at $103K in Q1 2018.
  • 30 funds tracked by Wall St. Rank held Medley Management Inc as of Q4 2018.

Based on Cue Advisory Services's 13F filing for Q4 2018.