Cavalier Investments’s Moelis & Co MC Stock Holding History

Cavalier Investments’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 Q4	–	Sell	-12,509	Closed	-$685K	–	177
2018 Q3	$685K	Hold	12,509	–	–	0.2%	97
2018 Q2	$733K	Sell	12,509 -9,700	-44%	-$557K	0.25%	92
2018 Q1	$1.13M	Hold	22,209	–	–	0.4%	52
2017 Q4	$1.08M	Hold	22,209	–	–	0.43%	52
2017 Q3	$956K	Buy	+22,209	New	+$889K	0.46%	56

Other funds holding MC

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cavalier Investments's MC Position: Q4 2018 in Review

Cavalier Investments sold out of Moelis & Co (MC) in Q4 2018, closing a stake of 12,509 shares — an estimated $685K sold.

Cavalier Investments first reported a position in MC in Q3 2017 and held it in 5 quarters. The position peaked at $1.13M in Q1 2018. 221 funds tracked by Wall St. Rank hold MC as of Q4 2018.

Cavalier Investments reported no remaining Moelis & Co position as of Q4 2018 after selling out during the quarter.
Cavalier Investments sold 12,509 Moelis & Co shares in Q4 2018, an estimated $685K.
Cavalier Investments first reported a position in Moelis & Co in Q3 2017 and held it in 5 quarters.
Cavalier Investments's Moelis & Co position peaked at $1.13M in Q1 2018.
221 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2018.

Based on Cavalier Investments's 13F filing for Q4 2018, filed 1 Feb 2019.