1834 Investment Advisors’s Moelis & Co MC Stock Holding History

1834 Investment Advisors’s Portfolio MC Stock Details MC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-47	Closed	-$1K	–	447
2020 Q2	$1K	Buy	+47	New	+$1.48K	﹤0.01%	439

Other funds holding MC

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

1834 Investment Advisors's MC Position: Q3 2020 in Review

1834 Investment Advisors sold out of Moelis & Co (MC) in Q3 2020, closing a stake of 47 shares — an estimated $1K sold.

1834 Investment Advisors first reported a position in MC in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 188 funds tracked by Wall St. Rank hold MC as of Q3 2020.

1834 Investment Advisors reported no remaining Moelis & Co position as of Q3 2020 after selling out during the quarter.
1834 Investment Advisors sold 47 Moelis & Co shares in Q3 2020, an estimated $1K.
1834 Investment Advisors first reported a position in Moelis & Co in Q2 2020 and held it in 1 quarter.
1834 Investment Advisors's Moelis & Co position peaked at $1K in Q2 2020.
188 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2020.

Based on 1834 Investment Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.