PA
MDLY

PFG Advisors’s Medley Management Inc MDLY Stock Holding History

PFG Advisors’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
2020
Q4 		– Sell
-7,200
Closed -$42K – 386
2020
Q3 		$42K Hold
7,200
– – 0.01% 355
2020
Q2 		$50K Hold
7,200
– – 0.01% 304
2020
Q1 		$36K Buy
7,200
+800
+13% +$19K 0.01% 283
2019
Q4 		$203K Hold
6,400
– – 0.05% 286
2019
Q3 		$224K Hold
6,400
– – 0.06% 276
2019
Q2 		$152K Buy
6,400
+5,200
+433% +$147K 0.04% 301
2019
Q1 		$35K Buy
+1,200
New +$45.7K 0.01% 290

Other funds holding MDLY

AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PFG Advisors's MDLY Position: Q4 2020 in Review

PFG Advisors sold out of Medley Management Inc (MDLY) in Q4 2020, closing a stake of 7,200 shares — an estimated $42K sold.

PFG Advisors first reported a position in MDLY in Q1 2019 and held it in 7 quarters. The position peaked at $224K in Q3 2019. 6 funds tracked by Wall St. Rank hold MDLY as of Q4 2020.

  • PFG Advisors reported no remaining Medley Management Inc position as of Q4 2020 after selling out during the quarter.
  • PFG Advisors sold 7,200 Medley Management Inc shares in Q4 2020, an estimated $42K.
  • PFG Advisors first reported a position in Medley Management Inc in Q1 2019 and held it in 7 quarters.
  • PFG Advisors's Medley Management Inc position peaked at $224K in Q3 2019.
  • 6 funds tracked by Wall St. Rank held Medley Management Inc as of Q4 2020.

Based on PFG Advisors's 13F filing for Q4 2020, filed 26 Jan 2021.