Chicago Partners Investment Group
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Chicago Partners Investment Group’s Moelis & Co MC Stock Holding History

Chicago Partners Investment Group’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
2022
Q3 		– Sell
-5,368
Closed -$250K – 611
2022
Q2 		$250K Buy
+5,368
New +$234K 0.02% 484

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Chicago Partners Investment Group's MC Position: Q3 2022 in Review

Chicago Partners Investment Group sold out of Moelis & Co (MC) in Q3 2022, closing a stake of 5,368 shares — an estimated $250K sold.

Chicago Partners Investment Group first reported a position in MC in Q2 2022 and held it in 1 quarter. The position peaked at $250K in Q2 2022. 246 funds tracked by Wall St. Rank hold MC as of Q3 2022.

  • Chicago Partners Investment Group reported no remaining Moelis & Co position as of Q3 2022 after selling out during the quarter.
  • Chicago Partners Investment Group sold 5,368 Moelis & Co shares in Q3 2022, an estimated $250K.
  • Chicago Partners Investment Group first reported a position in Moelis & Co in Q2 2022 and held it in 1 quarter.
  • Chicago Partners Investment Group's Moelis & Co position peaked at $250K in Q2 2022.
  • 246 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2022.

Based on Chicago Partners Investment Group's 13F filing for Q3 2022, filed 9 Nov 2022.