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MYCIO Wealth Partners’s Moelis & Co MC Stock Holding History

MYCIO Wealth Partners’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
2016
Q3 		– Sell
-66
Closed -$1K – 953
2016
Q2 		$1K Buy
66
+31
+89% +$828 ﹤0.01% 1010
2016
Q1 		$1K Buy
+35
New +$897 ﹤0.01% 775

Other funds holding MC

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $496M AUM 39.04% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

MYCIO Wealth Partners's MC Position: Q3 2016 in Review

MYCIO Wealth Partners sold out of Moelis & Co (MC) in Q3 2016, closing a stake of 66 shares — an estimated $1K sold.

MYCIO Wealth Partners first reported a position in MC in Q1 2016 and held it in 2 quarters. The position peaked at $1K in Q2 2016. 99 funds tracked by Wall St. Rank hold MC as of Q3 2016.

  • MYCIO Wealth Partners reported no remaining Moelis & Co position as of Q3 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 66 Moelis & Co shares in Q3 2016, an estimated $1K.
  • MYCIO Wealth Partners first reported a position in Moelis & Co in Q1 2016 and held it in 2 quarters.
  • MYCIO Wealth Partners's Moelis & Co position peaked at $1K in Q2 2016.
  • 99 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2016.

Based on MYCIO Wealth Partners's 13F filing for Q3 2016, filed 3 Nov 2016.