Investors Asset Management of Georgia’s Medley Management Inc MDLY Stock Holding History

Investors Asset Management of Georgia’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	-1,000	Closed	-$52K	–	150
2018 Q3	$52K	Hold	1,000	–	–	0.04%	150
2018 Q2	$36K	Hold	1,000	–	–	0.03%	145
2018 Q1	$57K	Hold	1,000	–	–	0.04%	147
2017 Q4	$65K	Hold	1,000	–	–	0.05%	146
2017 Q3	$62K	Buy	+1,000	New	+$62.6K	0.05%	143

Other funds holding MDLY

JAM

Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

AFG

American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Investors Asset Management of Georgia's MDLY Position: Q4 2018 in Review

Investors Asset Management of Georgia sold out of Medley Management Inc (MDLY) in Q4 2018, closing a stake of 1,000 shares — an estimated $52K sold.

Investors Asset Management of Georgia first reported a position in MDLY in Q3 2017 and held it in 5 quarters. The position peaked at $65K in Q4 2017. 30 funds tracked by Wall St. Rank hold MDLY as of Q4 2018.

Investors Asset Management of Georgia reported no remaining Medley Management Inc position as of Q4 2018 after selling out during the quarter.
Investors Asset Management of Georgia sold 1,000 Medley Management Inc shares in Q4 2018, an estimated $52K.
Investors Asset Management of Georgia first reported a position in Medley Management Inc in Q3 2017 and held it in 5 quarters.
Investors Asset Management of Georgia's Medley Management Inc position peaked at $65K in Q4 2017.
30 funds tracked by Wall St. Rank held Medley Management Inc as of Q4 2018.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2018, filed 22 Jan 2019.