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Brasada Capital Management’s Moelis & Co MC Stock Holding History

Brasada Capital 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
2021
Q1 		– Sell
-8,000
Closed -$374K – 164
2020
Q4 		$374K Buy
+8,000
New +$322K 0.09% 119

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Brasada Capital Management's MC Position: Q1 2021 in Review

Brasada Capital Management sold out of Moelis & Co (MC) in Q1 2021, closing a stake of 8,000 shares — an estimated $374K sold.

Brasada Capital Management first reported a position in MC in Q4 2020 and held it in 1 quarter. The position peaked at $374K in Q4 2020. 259 funds tracked by Wall St. Rank hold MC as of Q1 2021.

  • Brasada Capital Management reported no remaining Moelis & Co position as of Q1 2021 after selling out during the quarter.
  • Brasada Capital Management sold 8,000 Moelis & Co shares in Q1 2021, an estimated $374K.
  • Brasada Capital Management first reported a position in Moelis & Co in Q4 2020 and held it in 1 quarter.
  • Brasada Capital Management's Moelis & Co position peaked at $374K in Q4 2020.
  • 259 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2021.

Based on Brasada Capital Management's 13F filing for Q1 2021, filed 7 May 2021.