American Financial Network Advisory Services’s Moelis & Co MC Stock Holding History

American Financial Network Advisory Services’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 Q1	–	Sell	-19,309	Closed	-$664K	–	164
2018 Q4	$664K	Sell	19,309 -1,180	-6%	-$50.1K	0.47%	61
2018 Q3	$1.12M	Buy	20,489 +20,211	+7,270%	+$1.19M	0.59%	47
2018 Q2	$1.21K	Buy	278 +3	+1%	+$172	0.66%	40
2018 Q1	$1.02K	Buy	+275	New	+$14.1K	0.53%	54

Other funds holding MC

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HCM

Highline Capital Management New York $53.5M AUM 21.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Financial Network Advisory Services's MC Position: Q1 2019 in Review

American Financial Network Advisory Services sold out of Moelis & Co (MC) in Q1 2019, closing a stake of 19,309 shares — an estimated $664K sold.

American Financial Network Advisory Services first reported a position in MC in Q1 2018 and held it in 4 quarters. The position peaked at $1.12M in Q3 2018. 218 funds tracked by Wall St. Rank hold MC as of Q1 2019.

American Financial Network Advisory Services reported no remaining Moelis & Co position as of Q1 2019 after selling out during the quarter.
American Financial Network Advisory Services sold 19,309 Moelis & Co shares in Q1 2019, an estimated $664K.
American Financial Network Advisory Services first reported a position in Moelis & Co in Q1 2018 and held it in 4 quarters.
American Financial Network Advisory Services's Moelis & Co position peaked at $1.12M in Q3 2018.
218 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2019.

Based on American Financial Network Advisory Services's 13F filing for Q1 2019, filed 8 May 2019.