SC
MDLY

Southside Capital’s Medley Management Inc MDLY Stock Holding History

Southside Capital’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
2019
Q4 		$24K Hold
907
– – 0.01% 70
2019
Q3 		$32K Hold
907
– – 0.01% 72
2019
Q2 		$22K Hold
907
– – 0.01% 64
2019
Q1 		$31K Hold
907
– – 0.01% 59
2018
Q4 		$36K Buy
+907
New +$45.3K 0.02% 49

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
JAM
Jacobs Asset Management New York $167M AUM 22.68% 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
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
SCM
Shoals Capital Management Arlington, Virginia $21.5M AUM 38.8% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Southside Capital's MDLY Position: Q4 2019 in Review

Southside Capital held its Medley Management Inc (MDLY) position steady in Q4 2019 at 907 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #70.

Southside Capital first reported a position in MDLY in Q4 2018 and has held it in 5 quarters since. The position peaked at $36K in Q4 2018. 25 funds tracked by Wall St. Rank hold MDLY as of Q4 2019.

  • Southside Capital held 907 shares of Medley Management Inc worth $24K as of Q4 2019.
  • Southside Capital left its Medley Management Inc share count unchanged in Q4 2019.
  • Medley Management Inc made up 0.01% of Southside Capital's portfolio in Q4 2019, its #70 holding.
  • Southside Capital first reported a position in Medley Management Inc in Q4 2018 and has held it in 5 quarters since.
  • Southside Capital's Medley Management Inc position peaked at $36K in Q4 2018.
  • 25 funds tracked by Wall St. Rank held Medley Management Inc as of Q4 2019.

Based on Southside Capital's 13F filing for Q4 2019, filed 11 Feb 2020.