WAM
MDLY

Wealthspire Advisors (Maryland)’s Medley Management Inc MDLY Stock Holding History

Wealthspire Advisors (Maryland)’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
2016
Q1 		– Sell
-3
Closed – – 1885
2015
Q4 		$0 Buy
+3
New +$194 ﹤0.01% 1792

Other funds holding MDLY

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MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MDLY Position: Q1 2016 in Review

Wealthspire Advisors (Maryland) sold out of Medley Management Inc (MDLY) in Q1 2016, closing a stake of 3 shares.

Wealthspire Advisors (Maryland) first reported a position in MDLY in Q4 2015 and held it in 1 quarter. The position peaked at $0 in Q4 2015. 39 funds tracked by Wall St. Rank hold MDLY as of Q1 2016.

  • Wealthspire Advisors (Maryland) reported no remaining Medley Management Inc position as of Q1 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3 Medley Management Inc shares in Q1 2016.
  • Wealthspire Advisors (Maryland) first reported a position in Medley Management Inc in Q4 2015 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Medley Management Inc position peaked at $0 in Q4 2015.
  • 39 funds tracked by Wall St. Rank held Medley Management Inc as of Q1 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2016, filed 6 May 2016.