Goldman Sachs
MDLY

Goldman Sachs’s Medley Management Inc MDLY Stock Holding History

Goldman Sachs’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
Q1 		– Sell
-1,211
Closed -$79K – 6531
2017
Q4 		$79K Buy
+1,211
New +$75.4K ﹤0.01% 5822
2017
Q1 		– Sell
-1,312
Closed -$130K – 7103
2016
Q4 		$130K Buy
+1,312
New +$121K ﹤0.01% 6013
2016
Q1 		– Sell
-3,974
Closed -$226K – 7414
2015
Q4 		$226K Sell
3,974
-1,188
-23% -$76.8K ﹤0.01% 5601
2015
Q3 		$342K Buy
5,162
+898
+21% +$78.4K ﹤0.01% 5482
2015
Q2 		$505K Sell
4,264
-360
-8% -$41.6K ﹤0.01% 5202
2015
Q1 		$508K Sell
4,624
-231
-5% -$26.3K ﹤0.01% 5114
2014
Q4 		$714K Sell
4,855
-7,075
-59% -$1.12M ﹤0.01% 4928
2014
Q3 		$2.01M Buy
+11,930
New +$1.98M ﹤0.01% 3924

Other funds holding MDLY

AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
ACM
Ativo Capital Management Chicago, Illinois $115M AUM 19.02% 1-Year Est. Return

Goldman Sachs's MDLY Position: Q1 2018 in Review

Goldman Sachs sold out of Medley Management Inc (MDLY) in Q1 2018, closing a stake of 1,211 shares — an estimated $79K sold.

Goldman Sachs first reported a position in MDLY in Q3 2014 and held it in 8 quarters. The position peaked at $2.01M in Q3 2014. 50 funds tracked by Wall St. Rank hold MDLY as of Q1 2018.

  • Goldman Sachs reported no remaining Medley Management Inc position as of Q1 2018 after selling out during the quarter.
  • Goldman Sachs sold 1,211 Medley Management Inc shares in Q1 2018, an estimated $79K.
  • Goldman Sachs first reported a position in Medley Management Inc in Q3 2014 and held it in 8 quarters.
  • Goldman Sachs's Medley Management Inc position peaked at $2.01M in Q3 2014.
  • 50 funds tracked by Wall St. Rank held Medley Management Inc as of Q1 2018.

Based on Goldman Sachs's 13F filing for Q1 2018, filed 15 May 2018.