YMRC
MDLY

Yorktown Management & Research Company’s Medley Management Inc MDLY Stock Holding History

Yorktown Management & Research Company’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
2018
Q3 		– Sell
-2,000
Closed -$71K – 379
2018
Q2 		$71K Hold
2,000
– – 0.02% 343
2018
Q1 		$114K Hold
2,000
– – 0.03% 367
2017
Q4 		$130K Buy
+2,000
New +$125K 0.04% 362

Other funds holding MDLY

AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
SCM
Shelton Capital Management Denver, Colorado $4.57B AUM 32.26% 1-Year Est. Return

Yorktown Management & Research Company's MDLY Position: Q3 2018 in Review

Yorktown Management & Research Company sold out of Medley Management Inc (MDLY) in Q3 2018, closing a stake of 2,000 shares — an estimated $71K sold.

Yorktown Management & Research Company first reported a position in MDLY in Q4 2017 and held it in 3 quarters. The position peaked at $130K in Q4 2017. 34 funds tracked by Wall St. Rank hold MDLY as of Q3 2018.

  • Yorktown Management & Research Company reported no remaining Medley Management Inc position as of Q3 2018 after selling out during the quarter.
  • Yorktown Management & Research Company sold 2,000 Medley Management Inc shares in Q3 2018, an estimated $71K.
  • Yorktown Management & Research Company first reported a position in Medley Management Inc in Q4 2017 and held it in 3 quarters.
  • Yorktown Management & Research Company's Medley Management Inc position peaked at $130K in Q4 2017.
  • 34 funds tracked by Wall St. Rank held Medley Management Inc as of Q3 2018.

Based on Yorktown Management & Research Company's 13F filing for Q3 2018, filed 8 Nov 2018.