Ground Swell Capital’s Moelis & Co MC Stock Holding History

Ground Swell 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
2014 Q3	–	Sell	-152	Closed	-$5K	–	2616
2014 Q2	$5K	Buy	+152	New	+$4.61K	0.01%	1089

Other funds holding MC

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Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

LCM

Lomas Capital Management New York $1.04B AUM 24.59% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CNA Financial Chicago, Illinois $235M AUM 3.39% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Ground Swell Capital's MC Position: Q3 2014 in Review

Ground Swell Capital sold out of Moelis & Co (MC) in Q3 2014, closing a stake of 152 shares — an estimated $5K sold.

Ground Swell Capital first reported a position in MC in Q2 2014 and held it in 1 quarter. The position peaked at $5K in Q2 2014. 59 funds tracked by Wall St. Rank hold MC as of Q3 2014.

Ground Swell Capital reported no remaining Moelis & Co position as of Q3 2014 after selling out during the quarter.
Ground Swell Capital sold 152 Moelis & Co shares in Q3 2014, an estimated $5K.
Ground Swell Capital first reported a position in Moelis & Co in Q2 2014 and held it in 1 quarter.
Ground Swell Capital's Moelis & Co position peaked at $5K in Q2 2014.
59 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.