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AllSquare Wealth Management’s Moelis & Co MC Stock Holding History

AllSquare Wealth Management’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
Q2 		– Sell
-100
Closed -$4K – 473
2019
Q1 		$4K Hold
100
– – ﹤0.01% 406
2018
Q4 		$3K Hold
100
– – ﹤0.01% 405
2018
Q3 		$5K Hold
100
– – ﹤0.01% 406
2018
Q2 		$6K Buy
+100
New +$5.75K ﹤0.01% 391

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AllSquare Wealth Management's MC Position: Q2 2019 in Review

AllSquare Wealth Management sold out of Moelis & Co (MC) in Q2 2019, closing a stake of 100 shares — an estimated $4K sold.

AllSquare Wealth Management first reported a position in MC in Q2 2018 and held it in 4 quarters. The position peaked at $6K in Q2 2018. 196 funds tracked by Wall St. Rank hold MC as of Q2 2019.

  • AllSquare Wealth Management reported no remaining Moelis & Co position as of Q2 2019 after selling out during the quarter.
  • AllSquare Wealth Management sold 100 Moelis & Co shares in Q2 2019, an estimated $4K.
  • AllSquare Wealth Management first reported a position in Moelis & Co in Q2 2018 and held it in 4 quarters.
  • AllSquare Wealth Management's Moelis & Co position peaked at $6K in Q2 2018.
  • 196 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2019.

Based on AllSquare Wealth Management's 13F filing for Q2 2019, filed 13 Aug 2019.