Envestnet Asset Management
MDLY

Envestnet Asset Management’s Medley Management Inc MDLY Stock Holding History

Envestnet Asset Management’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
-1,002
Closed -$25K – 3194
2019
Q2 		$25K Buy
+1,002
New +$28.4K ﹤0.01% 3012

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

Envestnet Asset Management's MDLY Position: Q3 2019 in Review

Envestnet Asset Management sold out of Medley Management Inc (MDLY) in Q3 2019, closing a stake of 1,002 shares — an estimated $25K sold.

Envestnet Asset Management first reported a position in MDLY in Q2 2019 and held it in 1 quarter. The position peaked at $25K in Q2 2019. 31 funds tracked by Wall St. Rank hold MDLY as of Q3 2019.

  • Envestnet Asset Management reported no remaining Medley Management Inc position as of Q3 2019 after selling out during the quarter.
  • Envestnet Asset Management sold 1,002 Medley Management Inc shares in Q3 2019, an estimated $25K.
  • Envestnet Asset Management first reported a position in Medley Management Inc in Q2 2019 and held it in 1 quarter.
  • Envestnet Asset Management's Medley Management Inc position peaked at $25K in Q2 2019.
  • 31 funds tracked by Wall St. Rank held Medley Management Inc as of Q3 2019.

Based on Envestnet Asset Management's 13F filing for Q3 2019, filed 17 Oct 2019.