Harbour Capital Advisors’s Moelis & Co MC Stock Holding History

Harbour Capital Advisors’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	-19,890	Closed	-$828K	–	211
2019 Q1	$828K	Buy	19,890 +4,095	+26%	+$175K	0.37%	87
2018 Q4	$543K	Sell	15,795 -5,905	-27%	-$251K	0.27%	105
2018 Q3	$1.19M	Sell	21,700 -140	-0.6%	-$8.21K	0.48%	67
2018 Q2	$1.29M	Buy	21,840 +75	+0.3%	+$4.31K	0.55%	65
2018 Q1	$1.11M	Buy	21,765 +2,575	+13%	+$132K	0.47%	79
2017 Q4	$931K	Buy	19,190 +11,800	+160%	+$533K	0.39%	91
2017 Q3	$520K	Buy	+7,390	New	+$296K	0.23%	138

Other funds holding MC

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harbour Capital Advisors's MC Position: Q2 2019 in Review

Harbour Capital Advisors sold out of Moelis & Co (MC) in Q2 2019, closing a stake of 19,890 shares — an estimated $828K sold.

Harbour Capital Advisors first reported a position in MC in Q3 2017 and held it in 7 quarters. The position peaked at $1.29M in Q2 2018. 196 funds tracked by Wall St. Rank hold MC as of Q2 2019.

Harbour Capital Advisors reported no remaining Moelis & Co position as of Q2 2019 after selling out during the quarter.
Harbour Capital Advisors sold 19,890 Moelis & Co shares in Q2 2019, an estimated $828K.
Harbour Capital Advisors first reported a position in Moelis & Co in Q3 2017 and held it in 7 quarters.
Harbour Capital Advisors's Moelis & Co position peaked at $1.29M in Q2 2018.
196 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2019.

Based on Harbour Capital Advisors's 13F filing for Q2 2019, filed 10 Jul 2019.