Kore Private Wealth’s Moelis & Co MC Stock Holding History

Kore Private Wealth’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
2020 Q3	–	Sell	-1,314	Closed	-$40K	–	752
2020 Q2	$40K	Buy	1,314 +10	+0.8%	+$314	0.01%	509
2020 Q1	$37K	Buy	+1,304	New	+$42.8K	0.01%	475

Other funds holding MC

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

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

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

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Kore Private Wealth's MC Position: Q3 2020 in Review

Kore Private Wealth sold out of Moelis & Co (MC) in Q3 2020, closing a stake of 1,314 shares — an estimated $40K sold.

Kore Private Wealth first reported a position in MC in Q1 2020 and held it in 2 quarters. The position peaked at $40K in Q2 2020. 188 funds tracked by Wall St. Rank hold MC as of Q3 2020.

Kore Private Wealth reported no remaining Moelis & Co position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 1,314 Moelis & Co shares in Q3 2020, an estimated $40K.
Kore Private Wealth first reported a position in Moelis & Co in Q1 2020 and held it in 2 quarters.
Kore Private Wealth's Moelis & Co position peaked at $40K in Q2 2020.
188 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.