Avantax Planning Partners’s Moelis & Co MC Stock Holding History

Avantax Planning Partners’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
2018 Q2	–	Sell	-100	Closed	-$5K	–	954
2018 Q1	$5K	Buy	+100	New	+$5.12K	﹤0.01%	1328

Other funds holding MC

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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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Avantax Planning Partners's MC Position: Q2 2018 in Review

Avantax Planning Partners sold out of Moelis & Co (MC) in Q2 2018, closing a stake of 100 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in MC in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 205 funds tracked by Wall St. Rank hold MC as of Q2 2018.

Avantax Planning Partners reported no remaining Moelis & Co position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 100 Moelis & Co shares in Q2 2018, an estimated $5K.
Avantax Planning Partners first reported a position in Moelis & Co in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's Moelis & Co position peaked at $5K in Q1 2018.
205 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.