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Freedom Investment Management’s Moelis & Co MC Stock Holding History

Freedom Investment 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
2018
Q4 		– Sell
-5,037
Closed -$292K – 848
2018
Q3 		$292K Sell
5,037
-1,083
-18% -$63.5K 0.02% 717
2018
Q2 		$359K Sell
6,120
-457
-7% -$26.3K 0.02% 689
2018
Q1 		$334K Buy
6,577
+203
+3% +$10.4K 0.02% 846
2017
Q4 		$309K Buy
+6,374
New +$288K 0.02% 870

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Freedom Investment Management's MC Position: Q4 2018 in Review

Freedom Investment Management sold out of Moelis & Co (MC) in Q4 2018, closing a stake of 5,037 shares — an estimated $292K sold.

Freedom Investment Management first reported a position in MC in Q4 2017 and held it in 4 quarters. The position peaked at $359K in Q2 2018. 221 funds tracked by Wall St. Rank hold MC as of Q4 2018.

  • Freedom Investment Management reported no remaining Moelis & Co position as of Q4 2018 after selling out during the quarter.
  • Freedom Investment Management sold 5,037 Moelis & Co shares in Q4 2018, an estimated $292K.
  • Freedom Investment Management first reported a position in Moelis & Co in Q4 2017 and held it in 4 quarters.
  • Freedom Investment Management's Moelis & Co position peaked at $359K in Q2 2018.
  • 221 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2018.

Based on Freedom Investment Management's 13F filing for Q4 2018, filed 25 Jan 2019.