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Madison Wealth Management’s Moelis & Co MC Stock Holding History

Madison 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
-8,986
Closed -$287K – 135
2019
Q4 		$287K Buy
+8,986
New +$294K 0.08% 121

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Madison Wealth Management's MC Position: Q1 2020 in Review

Madison Wealth Management sold out of Moelis & Co (MC) in Q1 2020, closing a stake of 8,986 shares — an estimated $287K sold.

Madison Wealth Management first reported a position in MC in Q4 2019 and held it in 1 quarter. The position peaked at $287K in Q4 2019. 174 funds tracked by Wall St. Rank hold MC as of Q1 2020.

  • Madison Wealth Management reported no remaining Moelis & Co position as of Q1 2020 after selling out during the quarter.
  • Madison Wealth Management sold 8,986 Moelis & Co shares in Q1 2020, an estimated $287K.
  • Madison Wealth Management first reported a position in Moelis & Co in Q4 2019 and held it in 1 quarter.
  • Madison Wealth Management's Moelis & Co position peaked at $287K in Q4 2019.
  • 174 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2020.

Based on Madison Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.