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Cahill Financial Advisors’s Moelis & Co MC Stock Holding History

Cahill Financial Advisors’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
Q4 		– Sell
-135
Closed -$8K – 532
2021
Q3 		$8K Buy
+135
New +$8.09K ﹤0.01% 591

Other funds holding MC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Cahill Financial Advisors's MC Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Moelis & Co (MC) in Q4 2021, closing a stake of 135 shares — an estimated $8K sold.

Cahill Financial Advisors first reported a position in MC in Q3 2021 and held it in 1 quarter. The position peaked at $8K in Q3 2021. 314 funds tracked by Wall St. Rank hold MC as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Moelis & Co position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 135 Moelis & Co shares in Q4 2021, an estimated $8K.
  • Cahill Financial Advisors first reported a position in Moelis & Co in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's Moelis & Co position peaked at $8K in Q3 2021.
  • 314 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.