WFI
MDLY

West Family Investments’s Medley Management Inc MDLY Stock Holding History

West Family Investments’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
-4,013
Closed -$23K – 126
2020
Q3 		$23K Hold
4,013
– – 0.01% 90
2020
Q2 		$118K Hold
4,013
– – 0.03% 86
2020
Q1 		$27K Hold
4,013
– – 0.01% 88
2019
Q4 		$118K Hold
4,013
– – 0.03% 86
2019
Q3 		$140K Hold
4,013
– – 0.03% 78
2019
Q2 		$99K Hold
4,013
– – 0.02% 79
2019
Q1 		$138K Hold
4,013
– – 0.03% 83
2018
Q4 		$155K Hold
4,013
– – 0.04% 87
2018
Q3 		$211K Hold
4,013
– – 0.05% 85
2018
Q2 		$142K Hold
4,013
– – 0.04% 81
2018
Q1 		$229K Hold
4,013
– – 0.06% 79
2017
Q4 		$261K Hold
4,013
– – 0.07% 81
2017
Q3 		$247 Hold
4,013
– – 0.03% 82
2017
Q2 		$261K Hold
4,013
– – 0.06% 93
2017
Q1 		$333K Buy
+4,013
New +$376K 0.06% 81

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 $6.73T AUM 46.02% 1-Year Est. Return

West Family Investments's MDLY Position: Q4 2020 in Review

West Family Investments sold out of Medley Management Inc (MDLY) in Q4 2020, closing a stake of 4,013 shares — an estimated $23K sold.

West Family Investments first reported a position in MDLY in Q1 2017 and held it in 15 quarters. The position peaked at $333K in Q1 2017. 6 funds tracked by Wall St. Rank hold MDLY as of Q4 2020.

  • West Family Investments reported no remaining Medley Management Inc position as of Q4 2020 after selling out during the quarter.
  • West Family Investments sold 4,013 Medley Management Inc shares in Q4 2020, an estimated $23K.
  • West Family Investments first reported a position in Medley Management Inc in Q1 2017 and held it in 15 quarters.
  • West Family Investments's Medley Management Inc position peaked at $333K in Q1 2017.
  • 6 funds tracked by Wall St. Rank held Medley Management Inc as of Q4 2020.

Based on West Family Investments's 13F filing for Q4 2020, filed 16 Feb 2021.