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Howe & Rusling’s Moelis & Co MC Stock Holding History

Howe & Rusling’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
2022
Q4 		– Sell
-130
Closed -$4K – 734
2022
Q3 		$4K Sell
130
-40
-24% -$1.68K ﹤0.01% 721
2022
Q2 		$7K Sell
170
-10
-6% -$436 ﹤0.01% 593
2022
Q1 		$8K Buy
180
+22
+14% +$1.14K ﹤0.01% 562
2021
Q4 		$10K Buy
158
+77
+95% +$5.16K ﹤0.01% 541
2021
Q3 		$5K Sell
81
-13
-14% -$779 ﹤0.01% 654
2021
Q2 		$5K Hold
94
– – ﹤0.01% 628
2021
Q1 		$5K Sell
94
-23
-20% -$1.23K ﹤0.01% 626
2020
Q4 		$5K Sell
117
-39
-25% -$1.57K ﹤0.01% 613
2020
Q3 		$5K Buy
156
+37
+31% +$1.17K ﹤0.01% 551
2020
Q2 		$4K Buy
+119
New +$3.73K ﹤0.01% 565
2016
Q3 		– Sell
-74
Closed -$2K – 1090
2016
Q2 		$2K Hold
74
– – ﹤0.01% 832
2016
Q1 		$2K Buy
+74
New +$1.9K ﹤0.01% 863

Other funds holding MC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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 $1.47T AUM 27.86% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return