Advisor Group’s Moelis & Co MC Stock Holding History

Advisor Group’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
2019 Q4	$587K	Sell	18,399 -743	-4%	-$24.3K	﹤0.01%	1552
2019 Q3	$630K	Sell	19,142 -1,150	-6%	-$39K	﹤0.01%	1444
2019 Q2	$709K	Buy	20,292 +17,469	+619%	+$632K	0.01%	1364
2019 Q1	$118K	Sell	2,823 -1,606	-36%	-$68.6K	﹤0.01%	2719
2018 Q4	$152K	Sell	4,429 -8,101	-65%	-$344K	﹤0.01%	2296
2018 Q3	$686K	Buy	12,530 +448	+4%	+$26.3K	0.01%	1239
2018 Q2	$709K	Sell	12,082 -2,103	-15%	-$121K	0.01%	1079
2018 Q1	$721K	Sell	14,185 -179	-1%	-$9.17K	0.01%	1072
2017 Q4	$697K	Buy	14,364 +11,167	+349%	+$504K	0.01%	1111
2017 Q3	$138K	Buy	+3,197	New	+$128K	﹤0.01%	2139

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

LCOV

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisor Group's MC Position: Q4 2019 in Review

Advisor Group reduced its Moelis & Co (MC) stake by 3.9% in Q4 2019, selling an estimated $24.3K and leaving 18,399 shares worth $587K. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

Advisor Group first reported a position in MC in Q3 2017 and has held it in 10 quarters since. The position peaked at $721K in Q1 2018. 188 funds tracked by Wall St. Rank hold MC as of Q4 2019.

Advisor Group held 18,399 shares of Moelis & Co worth $587K as of Q4 2019.
Advisor Group sold 743 Moelis & Co shares in Q4 2019, an estimated $24.3K.
Moelis & Co made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1552 holding.
Advisor Group first reported a position in Moelis & Co in Q3 2017 and has held it in 10 quarters since.
Advisor Group's Moelis & Co position peaked at $721K in Q1 2018.
188 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.