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Global Wealth Management Investment Advisory’s Moelis & Co MC Stock Holding History

Global Wealth Management Investment Advisory’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
Q3 		– Sell
-6
Closed – – 548
2020
Q2 		$0 Hold
6
– – ﹤0.01% 641
2020
Q1 		$0 Sell
6
-6
-50% -$197 ﹤0.01% 633
2019
Q4 		$0 Buy
12
+6
+100% +$196 ﹤0.01% 688
2019
Q3 		$0 Sell
6
-40
-87% -$1.36K ﹤0.01% 692
2019
Q2 		$2K Buy
+46
New +$1.66K ﹤0.01% 577

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Global Wealth Management Investment Advisory's MC Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Moelis & Co (MC) in Q3 2020, closing a stake of 6 shares.

Global Wealth Management Investment Advisory first reported a position in MC in Q2 2019 and held it in 5 quarters. The position peaked at $2K in Q2 2019. 188 funds tracked by Wall St. Rank hold MC as of Q3 2020.

  • Global Wealth Management Investment Advisory reported no remaining Moelis & Co position as of Q3 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 6 Moelis & Co shares in Q3 2020.
  • Global Wealth Management Investment Advisory first reported a position in Moelis & Co in Q2 2019 and held it in 5 quarters.
  • Global Wealth Management Investment Advisory's Moelis & Co position peaked at $2K in Q2 2019.
  • 188 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.