SCM
MDLY

Shelton Capital Management’s Medley Management Inc MDLY Stock Holding History

Shelton Capital Management’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
-1,864
Closed -$11K – 841
2020
Q3 		$11K Hold
1,864
– – ﹤0.01% 755
2020
Q2 		$14K Hold
1,864
– – ﹤0.01% 664
2020
Q1 		$13K Sell
1,864
-3,086
-62% -$73.3K ﹤0.01% 641
2019
Q4 		$147K Hold
4,950
– – 0.01% 789
2019
Q3 		$173K Hold
4,950
– – 0.01% 770
2019
Q2 		$122K Buy
4,950
+4,928
+22,400% +$140K 0.01% 802
2019
Q1 		$65K Sell
22
-6,478
-100% -$247K 0.26% 85
2018
Q4 		$251K Hold
6,500
– – 0.02% 568
2018
Q3 		$341K Buy
+6,500
New +$297K 0.02% 523

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

Shelton Capital Management's MDLY Position: Q4 2020 in Review

Shelton Capital Management sold out of Medley Management Inc (MDLY) in Q4 2020, closing a stake of 1,864 shares — an estimated $11K sold.

Shelton Capital Management first reported a position in MDLY in Q3 2018 and held it in 9 quarters. The position peaked at $341K in Q3 2018. 6 funds tracked by Wall St. Rank hold MDLY as of Q4 2020.

  • Shelton Capital Management reported no remaining Medley Management Inc position as of Q4 2020 after selling out during the quarter.
  • Shelton Capital Management sold 1,864 Medley Management Inc shares in Q4 2020, an estimated $11K.
  • Shelton Capital Management first reported a position in Medley Management Inc in Q3 2018 and held it in 9 quarters.
  • Shelton Capital Management's Medley Management Inc position peaked at $341K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Medley Management Inc as of Q4 2020.

Based on Shelton Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.