KCS Wealth Advisory’s Moelis & Co MC Stock Holding History

KCS Wealth Advisory’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 Q4	–	Sell	-200	Closed	-$6.57K	–	302
2019 Q3	$6.57K	Buy	+200	New	+$6.78K	﹤0.01%	380

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

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

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

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

KCS Wealth Advisory's MC Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Moelis & Co (MC) in Q4 2019, closing a stake of 200 shares — an estimated $6.57K sold.

KCS Wealth Advisory first reported a position in MC in Q3 2019 and held it in 1 quarter. The position peaked at $6.57K in Q3 2019. 188 funds tracked by Wall St. Rank hold MC as of Q4 2019.

KCS Wealth Advisory reported no remaining Moelis & Co position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 200 Moelis & Co shares in Q4 2019, an estimated $6.57K.
KCS Wealth Advisory first reported a position in Moelis & Co in Q3 2019 and held it in 1 quarter.
KCS Wealth Advisory's Moelis & Co position peaked at $6.57K in Q3 2019.
188 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.