GWAG
MC icon

Garrett Wealth Advisory Group’s Moelis & Co MC Stock Holding History

Garrett Wealth Advisory Group’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
Q4 		– Sell
-31
Closed -$1.02K – 401
2019
Q3 		$1.02K Buy
+31
New +$1.05K ﹤0.01% 715

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Garrett Wealth Advisory Group's MC Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Moelis & Co (MC) in Q4 2019, closing a stake of 31 shares — an estimated $1.02K sold.

Garrett Wealth Advisory Group first reported a position in MC in Q3 2019 and held it in 1 quarter. The position peaked at $1.02K in Q3 2019. 188 funds tracked by Wall St. Rank hold MC as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Moelis & Co position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 31 Moelis & Co shares in Q4 2019, an estimated $1.02K.
  • Garrett Wealth Advisory Group first reported a position in Moelis & Co in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Moelis & Co position peaked at $1.02K in Q3 2019.
  • 188 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.