Edge Wealth Management’s Moelis & Co MC Stock Holding History

Edge Wealth Management’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
2020 Q3	–	Sell	-200	Closed	-$6K	–	553
2020 Q2	$6K	Hold	200	–	–	﹤0.01%	527
2020 Q1	$6K	Hold	200	–	–	﹤0.01%	450
2019 Q4	$6K	Hold	200	–	–	﹤0.01%	471
2019 Q3	$6K	Hold	200	–	–	﹤0.01%	465
2019 Q2	$7K	Hold	200	–	–	﹤0.01%	455
2019 Q1	$8K	Hold	200	–	–	﹤0.01%	427
2018 Q4	$7K	Hold	200	–	–	﹤0.01%	440
2018 Q3	$11K	Sell	200 -300	-60%	-$17.6K	﹤0.01%	421
2018 Q2	$29K	Hold	500	–	–	0.01%	305
2018 Q1	$25K	Sell	500 -200	-29%	-$10.2K	0.01%	291
2017 Q4	$34K	Hold	700	–	–	0.01%	258
2017 Q3	$30K	Buy	700 +200	+40%	+$8K	0.01%	264
2017 Q2	$19K	Hold	500	–	–	0.01%	309
2017 Q1	$19K	Hold	500	–	–	0.01%	295
2016 Q4	$17K	Buy	+500	New	+$14.1K	0.01%	289

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

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

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

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

TAM

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

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

WHG

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

Edge Wealth Management's MC Position: Q3 2020 in Review

Edge Wealth Management sold out of Moelis & Co (MC) in Q3 2020, closing a stake of 200 shares — an estimated $6K sold.

Edge Wealth Management first reported a position in MC in Q4 2016 and held it in 15 quarters. The position peaked at $34K in Q4 2017. 188 funds tracked by Wall St. Rank hold MC as of Q3 2020.

Edge Wealth Management reported no remaining Moelis & Co position as of Q3 2020 after selling out during the quarter.
Edge Wealth Management sold 200 Moelis & Co shares in Q3 2020, an estimated $6K.
Edge Wealth Management first reported a position in Moelis & Co in Q4 2016 and held it in 15 quarters.
Edge Wealth Management's Moelis & Co position peaked at $34K in Q4 2017.
188 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.