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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 $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $33.1B AUM 11.16% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HCM
Highline Capital Management New York $53.5M AUM 21.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return