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Assured Investment Management’s Moelis & Co MC Stock Holding History

Assured Investment 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
-6,972
Closed -$290K – 510
2019
Q1 		$290K Buy
+6,972
New +$298K ﹤0.01% 716
2018
Q4 		– Sell
-12,764
Closed -$699K – 1248
2018
Q3 		$699K Buy
12,764
+8,094
+173% +$475K 0.01% 666
2018
Q2 		$274K Sell
4,670
-4,768
-51% -$274K 0.01% 945
2018
Q1 		$480K Buy
+9,438
New +$484K 0.01% 787

Other funds holding MC

Kayne Anderson Rudnick Investment Management
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Assured Investment Management's MC Position: Q2 2019 in Review

Assured Investment Management sold out of Moelis & Co (MC) in Q2 2019, closing a stake of 6,972 shares — an estimated $290K sold.

Assured Investment Management first reported a position in MC in Q1 2018 and held it in 4 quarters. The position peaked at $699K in Q3 2018. 196 funds tracked by Wall St. Rank hold MC as of Q2 2019.

  • Assured Investment Management reported no remaining Moelis & Co position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 6,972 Moelis & Co shares in Q2 2019, an estimated $290K.
  • Assured Investment Management first reported a position in Moelis & Co in Q1 2018 and held it in 4 quarters.
  • Assured Investment Management's Moelis & Co position peaked at $699K in Q3 2018.
  • 196 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.