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Financial Gravity Companies’s Moelis & Co MC Stock Holding History

Financial Gravity Companies’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
2018
Q1 		$2K Sell
33
-5
-13% -$256 ﹤0.01% 971
2017
Q4 		$2K Buy
+38
New +$1.72K ﹤0.01% 951

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Financial Gravity Companies's MC Position: Q1 2018 in Review

Financial Gravity Companies reduced its Moelis & Co (MC) stake by 13% in Q1 2018, selling an estimated $256 and leaving 33 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #971.

Financial Gravity Companies first reported a position in MC in Q4 2017 and has held it in 2 quarters since. 200 funds tracked by Wall St. Rank hold MC as of Q1 2018.

  • Financial Gravity Companies held 33 shares of Moelis & Co worth $2K as of Q1 2018.
  • Financial Gravity Companies sold 5 Moelis & Co shares in Q1 2018, an estimated $256.
  • Moelis & Co made up ﹤0.01% of Financial Gravity Companies's portfolio in Q1 2018, its #971 holding.
  • Financial Gravity Companies first reported a position in Moelis & Co in Q4 2017 and has held it in 2 quarters since.
  • 200 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.