Julex Capital Management’s Moelis & Co MC Stock Holding History

Julex Capital Management’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	-81	Closed	-$2K	–	172
2018 Q4	$2K	Buy	+81	New	+$3.44K	﹤0.01%	75

Other funds holding MC

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HCM

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

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

Julex Capital Management's MC Position: Q1 2019 in Review

Julex Capital Management sold out of Moelis & Co (MC) in Q1 2019, closing a stake of 81 shares — an estimated $2K sold.

Julex Capital Management first reported a position in MC in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 218 funds tracked by Wall St. Rank hold MC as of Q1 2019.

Julex Capital Management reported no remaining Moelis & Co position as of Q1 2019 after selling out during the quarter.
Julex Capital Management sold 81 Moelis & Co shares in Q1 2019, an estimated $2K.
Julex Capital Management first reported a position in Moelis & Co in Q4 2018 and held it in 1 quarter.
Julex Capital Management's Moelis & Co position peaked at $2K in Q4 2018.
218 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2019.

Based on Julex Capital Management's 13F filing for Q1 2019, filed 15 May 2019.