Aspire Private Capital’s Moelis & Co MC Stock Holding History

Aspire Private Capital’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 Q1	–	Sell	-4	Closed	–	–	389
2019 Q4	$0	Hold	4	–	–	﹤0.01%	519
2019 Q3	$0	Sell	4 -13	-76%	-$441	﹤0.01%	514
2019 Q2	$1K	Buy	+17	New	+$615	﹤0.01%	464

Other funds holding MC

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Aspire Private Capital's MC Position: Q1 2020 in Review

Aspire Private Capital sold out of Moelis & Co (MC) in Q1 2020, closing a stake of 4 shares.

Aspire Private Capital first reported a position in MC in Q2 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2019. 174 funds tracked by Wall St. Rank hold MC as of Q1 2020.

Aspire Private Capital reported no remaining Moelis & Co position as of Q1 2020 after selling out during the quarter.
Aspire Private Capital sold 4 Moelis & Co shares in Q1 2020.
Aspire Private Capital first reported a position in Moelis & Co in Q2 2019 and held it in 3 quarters.
Aspire Private Capital's Moelis & Co position peaked at $1K in Q2 2019.
174 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2020.

Based on Aspire Private Capital's 13F filing for Q1 2020, filed 14 May 2020.