MCM
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McKinley Capital Management’s Moelis & Co MC Stock Holding History

McKinley Capital 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
2019
Q2 		– Sell
-1,512
Closed -$63K – 253
2019
Q1 		$63K Hold
1,512
– – ﹤0.01% 212
2018
Q4 		$52K Sell
1,512
-1,693
-53% -$71.9K ﹤0.01% 225
2018
Q3 		$176K Sell
3,205
-255
-7% -$15K 0.01% 212
2018
Q2 		$203K Sell
3,460
-277
-7% -$15.9K 0.01% 220
2018
Q1 		$191K Sell
3,737
-134,205
-97% -$6.88M 0.01% 217
2017
Q4 		$6.69M Buy
137,942
+81
+0.1% +$3.66K 0.34% 64
2017
Q3 		$5.93M Buy
137,861
+2,103
+2% +$84.1K 0.24% 74
2017
Q2 		$5.27M Buy
135,758
+126,598
+1,382% +$4.72M 0.2% 78
2017
Q1 		$353K Buy
+9,160
New +$332K 0.01% 294

Other funds holding MC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

McKinley Capital Management's MC Position: Q2 2019 in Review

McKinley Capital Management sold out of Moelis & Co (MC) in Q2 2019, closing a stake of 1,512 shares — an estimated $63K sold.

McKinley Capital Management first reported a position in MC in Q1 2017 and held it in 9 quarters. The position peaked at $6.69M in Q4 2017. 196 funds tracked by Wall St. Rank hold MC as of Q2 2019.

  • McKinley Capital Management reported no remaining Moelis & Co position as of Q2 2019 after selling out during the quarter.
  • McKinley Capital Management sold 1,512 Moelis & Co shares in Q2 2019, an estimated $63K.
  • McKinley Capital Management first reported a position in Moelis & Co in Q1 2017 and held it in 9 quarters.
  • McKinley Capital Management's Moelis & Co position peaked at $6.69M in Q4 2017.
  • 196 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2019.

Based on McKinley Capital Management's 13F filing for Q2 2019, filed 7 Aug 2019.