IPC
MDLY

Independent Portfolio Consultants’s Medley Management Inc MDLY Stock Holding History

Independent Portfolio Consultants’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
2015
Q2 		– Sell
-501
Closed -$55K – 1064
2015
Q1 		$55K Sell
501
-6,383
-93% -$728K 0.01% 610
2014
Q4 		$1.01M Buy
+6,884
New +$1.09M 0.2% 157

Other funds holding MDLY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
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
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Independent Portfolio Consultants's MDLY Position: Q2 2015 in Review

Independent Portfolio Consultants sold out of Medley Management Inc (MDLY) in Q2 2015, closing a stake of 501 shares — an estimated $55K sold.

Independent Portfolio Consultants first reported a position in MDLY in Q4 2014 and held it in 2 quarters. The position peaked at $1.01M in Q4 2014. 37 funds tracked by Wall St. Rank hold MDLY as of Q2 2015.

  • Independent Portfolio Consultants reported no remaining Medley Management Inc position as of Q2 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 501 Medley Management Inc shares in Q2 2015, an estimated $55K.
  • Independent Portfolio Consultants first reported a position in Medley Management Inc in Q4 2014 and held it in 2 quarters.
  • Independent Portfolio Consultants's Medley Management Inc position peaked at $1.01M in Q4 2014.
  • 37 funds tracked by Wall St. Rank held Medley Management Inc as of Q2 2015.

Based on Independent Portfolio Consultants's 13F filing for Q2 2015, filed 27 Jul 2015.