Cetera Advisors’s Moelis & Co MC Stock Holding History

Cetera 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
2019 Q2	–	Sell	-5,159	Closed	-$212K	–	1143
2019 Q1	$212K	Buy	+5,159	New	+$220K	0.01%	762
2018 Q4	–	Sell	-5,709	Closed	-$311K	–	915
2018 Q3	$311K	Sell	5,709 -50	-0.9%	-$2.93K	0.02%	709
2018 Q2	$338K	Buy	5,759 +675	+13%	+$38.8K	0.02%	627
2018 Q1	$256K	Buy	5,084 +875	+21%	+$44.8K	0.02%	659
2017 Q4	$204K	Buy	+4,209	New	+$190K	0.01%	705

Other funds holding MC

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cetera Advisors's MC Position: Q2 2019 in Review

Cetera Advisors sold out of Moelis & Co (MC) in Q2 2019, closing a stake of 5,159 shares — an estimated $212K sold.

Cetera Advisors first reported a position in MC in Q4 2017 and held it in 5 quarters. The position peaked at $338K in Q2 2018. 196 funds tracked by Wall St. Rank hold MC as of Q2 2019.

Cetera Advisors reported no remaining Moelis & Co position as of Q2 2019 after selling out during the quarter.
Cetera Advisors sold 5,159 Moelis & Co shares in Q2 2019, an estimated $212K.
Cetera Advisors first reported a position in Moelis & Co in Q4 2017 and held it in 5 quarters.
Cetera Advisors's Moelis & Co position peaked at $338K in Q2 2018.
196 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2019.

Based on Cetera Advisors's 13F filing for Q2 2019, filed 12 Aug 2019.