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Chartwell Investment Partners’s Moelis & Co MC Stock Holding History

Chartwell Investment Partners’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
-61,219
Closed -$2.55M – 430
2019
Q1 		$2.55M Buy
61,219
+829
+1% +$35.4K 0.08% 296
2018
Q4 		$2.08M Sell
60,390
-898
-1% -$38.1K 0.07% 327
2018
Q3 		$3.36M Buy
61,288
+86
+0.1% +$5.04K 0.1% 285
2018
Q2 		$3.59M Sell
61,202
-8,116
-12% -$466K 0.11% 255
2018
Q1 		$3.52M Sell
69,318
-9,293
-12% -$476K 0.12% 223
2017
Q4 		$3.81M Sell
78,611
-5,714
-7% -$258K 0.13% 244
2017
Q3 		$3.63M Buy
+84,325
New +$3.37M 0.12% 234

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BlackRock
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Chartwell Investment Partners's MC Position: Q2 2019 in Review

Chartwell Investment Partners sold out of Moelis & Co (MC) in Q2 2019, closing a stake of 61,219 shares — an estimated $2.55M sold.

Chartwell Investment Partners first reported a position in MC in Q3 2017 and held it in 7 quarters. The position peaked at $3.81M in Q4 2017. 196 funds tracked by Wall St. Rank hold MC as of Q2 2019.

  • Chartwell Investment Partners reported no remaining Moelis & Co position as of Q2 2019 after selling out during the quarter.
  • Chartwell Investment Partners sold 61,219 Moelis & Co shares in Q2 2019, an estimated $2.55M.
  • Chartwell Investment Partners first reported a position in Moelis & Co in Q3 2017 and held it in 7 quarters.
  • Chartwell Investment Partners's Moelis & Co position peaked at $3.81M in Q4 2017.
  • 196 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2019.

Based on Chartwell Investment Partners's 13F filing for Q2 2019, filed 19 Aug 2019.