McKinley Capital Management’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$58.2K | ﹤0.01% | 225 |
|
|
2018
Q3 | $176K | Sell |
3,205
-255
| -7% | -$14K | 0.01% | 212 |
|
|
2018
Q2 | $203K | Sell |
3,460
-277
| -7% | -$16.3K | 0.01% | 220 |
|
|
2018
Q1 | $191K | Sell |
3,737
-134,205
| -97% | -$6.86M | 0.01% | 217 |
|
|
2017
Q4 | $6.69M | Buy |
137,942
+81
| +0.1% | +$3.93K | 0.34% | 64 |
|
|
2017
Q3 | $5.94M | Buy |
137,861
+2,103
| +2% | +$90.5K | 0.24% | 74 |
|
|
2017
Q2 | $5.27M | Buy |
135,758
+126,598
| +1,382% | +$4.92M | 0.2% | 78 |
|
|
2017
Q1 | $353K | Buy |
+9,160
| New | +$353K | 0.01% | 294 |
|