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	–	555
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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return