Brandywine Oak Private Wealth’s Moelis & Co MC Stock Holding History

Brandywine Oak Private Wealth’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	-2,482	Closed	-$87K	–	453
2018 Q4	$87K	Buy	+2,482	New	+$105K	0.02%	301

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

Brandywine Oak Private Wealth's MC Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Moelis & Co (MC) in Q1 2019, closing a stake of 2,482 shares — an estimated $87K sold.

Brandywine Oak Private Wealth first reported a position in MC in Q4 2018 and held it in 1 quarter. The position peaked at $87K in Q4 2018. 218 funds tracked by Wall St. Rank hold MC as of Q1 2019.

Brandywine Oak Private Wealth reported no remaining Moelis & Co position as of Q1 2019 after selling out during the quarter.
Brandywine Oak Private Wealth sold 2,482 Moelis & Co shares in Q1 2019, an estimated $87K.
Brandywine Oak Private Wealth first reported a position in Moelis & Co in Q4 2018 and held it in 1 quarter.
Brandywine Oak Private Wealth's Moelis & Co position peaked at $87K in Q4 2018.
218 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.