Creative Financial Designs’s Moelis & Co MC Stock Holding History

Creative Financial Designs’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
2021 Q4	–	Sell	-95	Closed	-$6K	–	1340
2021 Q3	$6K	Hold	95	–	–	﹤0.01%	1122
2021 Q2	$5K	Hold	95	–	–	﹤0.01%	1172
2021 Q1	$5K	Hold	95	–	–	﹤0.01%	1065
2020 Q4	$4K	Hold	95	–	–	﹤0.01%	1030
2020 Q3	$3K	Buy	+95	New	+$3K	﹤0.01%	1033

Other funds holding MC

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

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

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Creative Financial Designs's MC Position: Q4 2021 in Review

Creative Financial Designs sold out of Moelis & Co (MC) in Q4 2021, closing a stake of 95 shares — an estimated $6K sold.

Creative Financial Designs first reported a position in MC in Q3 2020 and held it in 5 quarters. The position peaked at $6K in Q3 2021. 312 funds tracked by Wall St. Rank hold MC as of Q4 2021.

Creative Financial Designs reported no remaining Moelis & Co position as of Q4 2021 after selling out during the quarter.
Creative Financial Designs sold 95 Moelis & Co shares in Q4 2021, an estimated $6K.
Creative Financial Designs first reported a position in Moelis & Co in Q3 2020 and held it in 5 quarters.
Creative Financial Designs's Moelis & Co position peaked at $6K in Q3 2021.
312 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2021.

Based on Creative Financial Designs's 13F filing for Q4 2021, filed 26 Jan 2022.