Cabot Wealth Management’s Moelis & Co MC Stock Holding History

Cabot Wealth 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	-40,116	Closed	-$1.67M	–	130
2019 Q1	$1.67M	Buy	+40,116	New	+$1.71M	0.37%	69

Other funds holding MC

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cabot Wealth Management's MC Position: Q2 2019 in Review

Cabot Wealth Management sold out of Moelis & Co (MC) in Q2 2019, closing a stake of 40,116 shares — an estimated $1.67M sold.

Cabot Wealth Management first reported a position in MC in Q1 2019 and held it in 1 quarter. The position peaked at $1.67M in Q1 2019. 196 funds tracked by Wall St. Rank hold MC as of Q2 2019.

Cabot Wealth Management reported no remaining Moelis & Co position as of Q2 2019 after selling out during the quarter.
Cabot Wealth Management sold 40,116 Moelis & Co shares in Q2 2019, an estimated $1.67M.
Cabot Wealth Management first reported a position in Moelis & Co in Q1 2019 and held it in 1 quarter.
Cabot Wealth Management's Moelis & Co position peaked at $1.67M in Q1 2019.
196 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2019.

Based on Cabot Wealth Management's 13F filing for Q2 2019, filed 6 Aug 2019.