SCM
MDLY

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

Shoals 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
Q1 		– Sell
-11,200
Closed -$332K – 14
2019
Q4 		$332K Buy
+11,200
New +$352K 0.32% 13
2019
Q3 		– Sell
-2,982
Closed -$73K – 22
2019
Q2 		$73K Buy
+2,982
New +$84.5K 0.07% 16

Other funds holding MDLY

AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
SCM
Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return
KCM
Kingstown Capital Management New York $30.4M AUM 3.71% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return

Shoals Capital Management's MDLY Position: Q1 2020 in Review

Shoals Capital Management sold out of Medley Management Inc (MDLY) in Q1 2020, closing a stake of 11,200 shares — an estimated $332K sold.

Shoals Capital Management first reported a position in MDLY in Q2 2019 and held it in 2 quarters. The position peaked at $332K in Q4 2019. 22 funds tracked by Wall St. Rank hold MDLY as of Q1 2020.

  • Shoals Capital Management reported no remaining Medley Management Inc position as of Q1 2020 after selling out during the quarter.
  • Shoals Capital Management sold 11,200 Medley Management Inc shares in Q1 2020, an estimated $332K.
  • Shoals Capital Management first reported a position in Medley Management Inc in Q2 2019 and held it in 2 quarters.
  • Shoals Capital Management's Medley Management Inc position peaked at $332K in Q4 2019.
  • 22 funds tracked by Wall St. Rank held Medley Management Inc as of Q1 2020.

Based on Shoals Capital Management's 13F filing for Q1 2020, filed 13 May 2020.