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Ladenburg Thalmann Financial Services’s Moelis & Co MC Stock Holding History

Ladenburg Thalmann Financial Services’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 		$123K Buy
3,850
+535
+16% +$17.5K ﹤0.01% 2860
2019
Q3 		$110K Sell
3,315
-988
-23% -$33.5K ﹤0.01% 2864
2019
Q2 		$150K Sell
4,303
-10,043
-70% -$363K ﹤0.01% 2676
2019
Q1 		$598K Buy
14,346
+10,974
+325% +$469K ﹤0.01% 1558
2018
Q4 		$116K Buy
3,372
+1,172
+53% +$49.8K ﹤0.01% 2650
2018
Q3 		$120K Buy
2,200
+354
+19% +$20.8K ﹤0.01% 2690
2018
Q2 		$93K Hold
1,846
– – ﹤0.01% 2794
2018
Q1 		$93K Buy
1,846
+770
+72% +$39.5K ﹤0.01% 2794
2017
Q4 		$53K Buy
1,076
+473
+78% +$21.4K ﹤0.01% 3173
2017
Q3 		$26K Buy
603
+305
+102% +$12.2K ﹤0.01% 3527
2017
Q2 		$12K Buy
298
+29
+11% +$1.08K ﹤0.01% 3899
2017
Q1 		$10K Buy
269
+60
+29% +$2.17K ﹤0.01% 3982
2016
Q4 		$7K Buy
209
+44
+27% +$1.24K ﹤0.01% 4076
2016
Q3 		$4K Buy
165
+89
+117% +$2.29K ﹤0.01% 4266
2016
Q2 		$2K Buy
+76
New +$2.03K ﹤0.01% 4413

Other funds holding MC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ladenburg Thalmann Financial Services's MC Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Moelis & Co (MC) stake by 16% in Q4 2019, buying an estimated $17.5K and bringing the position to 3,850 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #2860.

Ladenburg Thalmann Financial Services first reported a position in MC in Q2 2016 and has held it in 15 quarters since. The position peaked at $598K in Q1 2019. 188 funds tracked by Wall St. Rank hold MC as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 3,850 shares of Moelis & Co worth $123K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 535 Moelis & Co shares in Q4 2019, an estimated $17.5K.
  • Moelis & Co made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2860 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Moelis & Co in Q2 2016 and has held it in 15 quarters since.
  • Ladenburg Thalmann Financial Services's Moelis & Co position peaked at $598K in Q1 2019.
  • 188 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.