NEXT Financial Holdings’s Moelis & Co MC Stock Holding History

NEXT Financial Holdings’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	$2K	Buy	+38	New	+$1.62K	﹤0.01%	1466

Other funds holding MC

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NEXT Financial Holdings's MC Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Moelis & Co (MC) in Q1 2019: 38 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1466 among its holdings.

218 funds tracked by Wall St. Rank hold MC as of Q1 2019.

NEXT Financial Holdings held 38 shares of Moelis & Co worth $2K as of Q1 2019.
Moelis & Co was a new NEXT Financial Holdings position in Q1 2019.
Moelis & Co made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1466 holding.
218 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.