Jupiter Investment Management’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-6,894
| Closed | -$226K | – | 482 |
|
|
2019
Q3 | $226K | Buy |
+6,894
| New | +$226K | ﹤0.01% | 412 |
|
|
2019
Q1 | – | Sell |
-17,890
| Closed | -$615K | – | 400 |
|
|
2018
Q4 | $615K | Sell |
17,890
-17,804
| -50% | -$612K | 0.01% | 286 |
|
|
2018
Q3 | $1.96M | Sell |
35,694
-38,354
| -52% | -$2.1M | 0.01% | 230 |
|
|
2018
Q2 | $4.34M | Sell |
74,048
-19,955
| -21% | -$1.17M | 0.03% | 213 |
|
|
2018
Q1 | $4.78M | Buy |
94,003
+60,519
| +181% | +$3.08M | 0.04% | 193 |
|
|
2017
Q4 | $1.62M | Buy |
33,484
+10,948
| +49% | +$531K | 0.02% | 231 |
|
|
2017
Q3 | $970K | Hold |
22,536
| – | – | 0.01% | 229 |
|
|
2017
Q2 | $875K | Buy |
+22,536
| New | +$875K | 0.01% | 261 |
|
|
2016
Q4 | – | Sell |
-5,628
| Closed | -$151K | – | 411 |
|
|
2016
Q3 | $151K | Buy |
+5,628
| New | +$151K | ﹤0.01% | 321 |
|