FinTrust Capital Advisors’s Moelis & Co MC Stock Holding History

FinTrust Capital Advisors’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 Q1	–	Sell	-1,014	Closed	-$32K	–	1142
2019 Q4	$32K	Buy	1,014 +15	+2%	+$491	0.01%	537
2019 Q3	$33K	Buy	999 +15	+2%	+$509	0.01%	537
2019 Q2	$34K	Buy	984 +14	+1%	+$506	0.01%	489
2019 Q1	$40K	Buy	970 +38	+4%	+$1.62K	0.02%	439
2018 Q4	$32K	Buy	+932	New	+$39.6K	0.02%	471

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

FinTrust Capital Advisors's MC Position: Q1 2020 in Review

FinTrust Capital Advisors sold out of Moelis & Co (MC) in Q1 2020, closing a stake of 1,014 shares — an estimated $32K sold.

FinTrust Capital Advisors first reported a position in MC in Q4 2018 and held it in 5 quarters. The position peaked at $40K in Q1 2019. 174 funds tracked by Wall St. Rank hold MC as of Q1 2020.

FinTrust Capital Advisors reported no remaining Moelis & Co position as of Q1 2020 after selling out during the quarter.
FinTrust Capital Advisors sold 1,014 Moelis & Co shares in Q1 2020, an estimated $32K.
FinTrust Capital Advisors first reported a position in Moelis & Co in Q4 2018 and held it in 5 quarters.
FinTrust Capital Advisors's Moelis & Co position peaked at $40K in Q1 2019.
174 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2020.

Based on FinTrust Capital Advisors's 13F filing for Q1 2020, filed 15 May 2020.