Legal & General Group
MDLY

Legal & General Group’s Medley Management Inc MDLY Stock Holding History

Legal & General Group’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
Q2 		– Sell
-88
Closed -$5K – 3417
2018
Q1 		$5K Hold
88
– – ﹤0.01% 3258
2017
Q4 		$6K Hold
88
– – ﹤0.01% 3256
2017
Q3 		$5K Hold
88
– – ﹤0.01% 3296
2017
Q2 		$6K Hold
88
– – ﹤0.01% 3343
2017
Q1 		$7K Hold
88
– – ﹤0.01% 3228
2016
Q4 		$9K Buy
+88
New +$8.11K ﹤0.01% 3234

Other funds holding MDLY

AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
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
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
FM
Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return

Legal & General Group's MDLY Position: Q2 2018 in Review

Legal & General Group sold out of Medley Management Inc (MDLY) in Q2 2018, closing a stake of 88 shares — an estimated $5K sold.

Legal & General Group first reported a position in MDLY in Q4 2016 and held it in 6 quarters. The position peaked at $9K in Q4 2016. 38 funds tracked by Wall St. Rank hold MDLY as of Q2 2018.

  • Legal & General Group reported no remaining Medley Management Inc position as of Q2 2018 after selling out during the quarter.
  • Legal & General Group sold 88 Medley Management Inc shares in Q2 2018, an estimated $5K.
  • Legal & General Group first reported a position in Medley Management Inc in Q4 2016 and held it in 6 quarters.
  • Legal & General Group's Medley Management Inc position peaked at $9K in Q4 2016.
  • 38 funds tracked by Wall St. Rank held Medley Management Inc as of Q2 2018.

Based on Legal & General Group's 13F filing for Q2 2018, filed 10 Aug 2018.