Lake Point Wealth Management’s Moelis & Co MC Stock Holding History

Lake Point Wealth 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
2020 Q1	–	Sell	-70	Closed	-$2K	–	432
2019 Q4	$2K	Buy	+70	New	+$2.29K	﹤0.01%	497
2019 Q2	$2K	Hold	70	–	–	﹤0.01%	545
2019 Q1	$2K	Hold	70	–	–	﹤0.01%	543
2018 Q4	$2K	Buy	+70	New	+$2.97K	﹤0.01%	685

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

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

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

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Lake Point Wealth Management's MC Position: Q1 2020 in Review

Lake Point Wealth Management sold out of Moelis & Co (MC) in Q1 2020, closing a stake of 70 shares — an estimated $2K sold.

Lake Point Wealth Management first reported a position in MC in Q4 2018 and held it in 4 quarters. The position peaked at $2K in Q4 2019. 174 funds tracked by Wall St. Rank hold MC as of Q1 2020.

Lake Point Wealth Management reported no remaining Moelis & Co position as of Q1 2020 after selling out during the quarter.
Lake Point Wealth Management sold 70 Moelis & Co shares in Q1 2020, an estimated $2K.
Lake Point Wealth Management first reported a position in Moelis & Co in Q4 2018 and held it in 4 quarters.
Lake Point Wealth Management's Moelis & Co position peaked at $2K in Q4 2019.
174 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.