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

Affinity 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
-14,794
Closed -$461K – 155
2020
Q2 		$461K Hold
14,794
– – 0.22% 112
2020
Q1 		$416K Buy
+14,794
New +$485K 0.21% 95

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LCOV
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AllianceBernstein
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

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

Affinity Investment Advisors sold out of Moelis & Co (MC) in Q3 2020, closing a stake of 14,794 shares — an estimated $461K sold.

Affinity Investment Advisors first reported a position in MC in Q1 2020 and held it in 2 quarters. The position peaked at $461K in Q2 2020. 188 funds tracked by Wall St. Rank hold MC as of Q3 2020.

  • Affinity Investment Advisors reported no remaining Moelis & Co position as of Q3 2020 after selling out during the quarter.
  • Affinity Investment Advisors sold 14,794 Moelis & Co shares in Q3 2020, an estimated $461K.
  • Affinity Investment Advisors first reported a position in Moelis & Co in Q1 2020 and held it in 2 quarters.
  • Affinity Investment Advisors's Moelis & Co position peaked at $461K in Q2 2020.
  • 188 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2020.

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