Chartwell Investment Partners’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-61,219
| Closed | -$2.55M | – | 430 |
|
|
2019
Q1 | $2.55M | Buy |
61,219
+829
| +1% | +$34.5K | 0.08% | 296 |
|
|
2018
Q4 | $2.08M | Sell |
60,390
-898
| -1% | -$30.9K | 0.07% | 327 |
|
|
2018
Q3 | $3.36M | Buy |
61,288
+86
| +0.1% | +$4.71K | 0.1% | 285 |
|
|
2018
Q2 | $3.59M | Sell |
61,202
-8,116
| -12% | -$476K | 0.11% | 255 |
|
|
2018
Q1 | $3.53M | Sell |
69,318
-9,293
| -12% | -$473K | 0.12% | 223 |
|
|
2017
Q4 | $3.81M | Sell |
78,611
-5,714
| -7% | -$277K | 0.13% | 244 |
|
|
2017
Q3 | $3.63M | Buy |
+84,325
| New | +$3.63M | 0.12% | 234 |
|