Moloney Securities Asset Management’s Medalist Diversified Inc MDRR Stock Holding History

Moloney Securities Asset Management’s Portfolio MDRR Stock Details MDRR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-981	Closed	-$20K	–	390
2020 Q3	$20K	Buy	981 +92	+10%	+$2.22K	0.01%	325
2020 Q2	$26K	Sell	889 -249	-22%	-$7.23K	0.01%	301
2020 Q1	$31K	Buy	1,138 +148	+15%	+$7.48K	0.01%	276
2019 Q4	$55K	Buy	990 +237	+31%	+$15.1K	0.02%	340
2019 Q3	$51K	Hold	753	–	–	0.02%	321
2019 Q2	$53K	Buy	+753	New	+$66.8K	0.02%	314

Other funds holding MDRR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

KCM

Kanawha Capital Management Richmond, Virginia $1.42B AUM 18.26% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

Moloney Securities Asset Management's MDRR Position: Q4 2020 in Review

Moloney Securities Asset Management sold out of Medalist Diversified Inc (MDRR) in Q4 2020, closing a stake of 981 shares — an estimated $20K sold.

Moloney Securities Asset Management first reported a position in MDRR in Q2 2019 and held it in 6 quarters. The position peaked at $55K in Q4 2019. 11 funds tracked by Wall St. Rank hold MDRR as of Q4 2020.

Moloney Securities Asset Management reported no remaining Medalist Diversified Inc position as of Q4 2020 after selling out during the quarter.
Moloney Securities Asset Management sold 981 Medalist Diversified Inc shares in Q4 2020, an estimated $20K.
Moloney Securities Asset Management first reported a position in Medalist Diversified Inc in Q2 2019 and held it in 6 quarters.
Moloney Securities Asset Management's Medalist Diversified Inc position peaked at $55K in Q4 2019.
11 funds tracked by Wall St. Rank held Medalist Diversified Inc as of Q4 2020.

Based on Moloney Securities Asset Management's 13F filing for Q4 2020, filed 8 Feb 2021.