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Navellier & Associates’s Moelis & Co MC Stock Holding History

Navellier & Associates’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
Q1 		– Sell
-7,749
Closed -$266K – 258
2018
Q4 		$266K Sell
7,749
-36,526
-82% -$1.55M 0.05% 189
2018
Q3 		$2.43M Buy
44,275
+3,357
+8% +$197K 0.31% 93
2018
Q2 		$2.4M Sell
40,918
-5,884
-13% -$338K 0.33% 91
2018
Q1 		$2.38M Buy
46,802
+3,870
+9% +$198K 0.36% 86
2017
Q4 		$2.08M Buy
42,932
+9,939
+30% +$449K 0.39% 87
2017
Q3 		$1.42M Buy
+32,993
New +$1.32M 0.28% 79

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HCM
Highline Capital Management New York $53.5M AUM 21.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Navellier & Associates's MC Position: Q1 2019 in Review

Navellier & Associates sold out of Moelis & Co (MC) in Q1 2019, closing a stake of 7,749 shares — an estimated $266K sold.

Navellier & Associates first reported a position in MC in Q3 2017 and held it in 6 quarters. The position peaked at $2.43M in Q3 2018. 218 funds tracked by Wall St. Rank hold MC as of Q1 2019.

  • Navellier & Associates reported no remaining Moelis & Co position as of Q1 2019 after selling out during the quarter.
  • Navellier & Associates sold 7,749 Moelis & Co shares in Q1 2019, an estimated $266K.
  • Navellier & Associates first reported a position in Moelis & Co in Q3 2017 and held it in 6 quarters.
  • Navellier & Associates's Moelis & Co position peaked at $2.43M in Q3 2018.
  • 218 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2019.

Based on Navellier & Associates's 13F filing for Q1 2019, filed 15 May 2019.