Lee Financial’s Moelis & Co MC Stock Holding History

Lee Financial’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
2018 Q3	–	Sell	-129	Closed	-$8K	–	602
2018 Q2	$8K	Hold	129	–	–	﹤0.01%	534
2018 Q1	$7K	Buy	+129	New	+$6.61K	﹤0.01%	569

Other funds holding MC

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

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

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lee Financial's MC Position: Q3 2018 in Review

Lee Financial sold out of Moelis & Co (MC) in Q3 2018, closing a stake of 129 shares — an estimated $8K sold.

Lee Financial first reported a position in MC in Q1 2018 and held it in 2 quarters. The position peaked at $8K in Q2 2018. 213 funds tracked by Wall St. Rank hold MC as of Q3 2018.

Lee Financial reported no remaining Moelis & Co position as of Q3 2018 after selling out during the quarter.
Lee Financial sold 129 Moelis & Co shares in Q3 2018, an estimated $8K.
Lee Financial first reported a position in Moelis & Co in Q1 2018 and held it in 2 quarters.
Lee Financial's Moelis & Co position peaked at $8K in Q2 2018.
213 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.