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GAM Holding’s Moelis & Co MC Stock Holding History

GAM Holding’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
2019
Q2 		– Sell
-6,742
Closed -$281K – 906
2019
Q1 		$281K Sell
6,742
-7,393
-52% -$316K 0.01% 753
2018
Q4 		$486K Sell
14,135
-586
-4% -$24.9K 0.02% 539
2018
Q3 		$807K Buy
14,721
+2,438
+20% +$143K 0.03% 536
2018
Q2 		$720K Buy
+12,283
New +$706K 0.03% 564

Other funds holding MC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GAM Holding's MC Position: Q2 2019 in Review

GAM Holding sold out of Moelis & Co (MC) in Q2 2019, closing a stake of 6,742 shares — an estimated $281K sold.

GAM Holding first reported a position in MC in Q2 2018 and held it in 4 quarters. The position peaked at $807K in Q3 2018. 196 funds tracked by Wall St. Rank hold MC as of Q2 2019.

  • GAM Holding reported no remaining Moelis & Co position as of Q2 2019 after selling out during the quarter.
  • GAM Holding sold 6,742 Moelis & Co shares in Q2 2019, an estimated $281K.
  • GAM Holding first reported a position in Moelis & Co in Q2 2018 and held it in 4 quarters.
  • GAM Holding's Moelis & Co position peaked at $807K in Q3 2018.
  • 196 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2019.

Based on GAM Holding's 13F filing for Q2 2019, filed 12 Aug 2019.