Global Financial Private Capital’s Moelis & Co MC Stock Holding History

Global Financial Private Capital’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 Q2	$2K	Sell	56 -11	-16%	-$345	﹤0.01%	344
2020 Q1	$2K	Sell	67 -16,616	-100%	-$545K	﹤0.01%	341
2019 Q4	$533K	Sell	16,683 -76	-0.5%	-$2.49K	0.03%	217
2019 Q3	$551K	Sell	16,759 -1,873	-10%	-$63.5K	0.03%	209
2019 Q2	$651K	Buy	+18,632	New	+$674K	0.03%	220

Other funds holding MC

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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 $16.2B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Global Financial Private Capital's MC Position: Q2 2020 in Review

Global Financial Private Capital reduced its Moelis & Co (MC) stake by 16% in Q2 2020, selling an estimated $345 and leaving 56 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Global Financial Private Capital first reported a position in MC in Q2 2019 and has held it in 5 quarters since. The position peaked at $651K in Q2 2019. 190 funds tracked by Wall St. Rank hold MC as of Q2 2020.

Global Financial Private Capital held 56 shares of Moelis & Co worth $2K as of Q2 2020.
Global Financial Private Capital sold 11 Moelis & Co shares in Q2 2020, an estimated $345.
Moelis & Co made up ﹤0.01% of Global Financial Private Capital's portfolio in Q2 2020, its #344 holding.
Global Financial Private Capital first reported a position in Moelis & Co in Q2 2019 and has held it in 5 quarters since.
Global Financial Private Capital's Moelis & Co position peaked at $651K in Q2 2019.
190 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.