JOYN Advisors’s Moelis & Co MC Stock Holding History

JOYN 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 Q1	–	Sell	-572	Closed	-$20K	–	862
2018 Q4	$20K	Buy	572 +27	+5%	+$1.15K	﹤0.01%	665
2018 Q3	$30K	Hold	545	–	–	0.01%	547
2018 Q2	$32K	Sell	545 -340	-38%	-$19.5K	0.01%	533
2018 Q1	$45K	Buy	+885	New	+$45.3K	0.01%	483

Other funds holding MC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

HCM

Highline Capital Management New York $53.5M AUM 21.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JOYN Advisors's MC Position: Q1 2019 in Review

JOYN Advisors sold out of Moelis & Co (MC) in Q1 2019, closing a stake of 572 shares — an estimated $20K sold.

JOYN Advisors first reported a position in MC in Q1 2018 and held it in 4 quarters. The position peaked at $45K in Q1 2018. 218 funds tracked by Wall St. Rank hold MC as of Q1 2019.

JOYN Advisors reported no remaining Moelis & Co position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 572 Moelis & Co shares in Q1 2019, an estimated $20K.
JOYN Advisors first reported a position in Moelis & Co in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Moelis & Co position peaked at $45K in Q1 2018.
218 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.