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Pathstone Family Office’s Moelis & Co MC Stock Holding History

Pathstone Family Office’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
Q3 		– Sell
-552
Closed -$19K – 679
2019
Q2 		$19K Buy
552
+8
+1% +$289 ﹤0.01% 453
2019
Q1 		$23K Buy
544
+22
+4% +$940 ﹤0.01% 420
2018
Q4 		$18K Buy
+522
New +$22.2K 0.01% 272

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pathstone Family Office's MC Position: Q3 2019 in Review

Pathstone Family Office sold out of Moelis & Co (MC) in Q3 2019, closing a stake of 552 shares — an estimated $19K sold.

Pathstone Family Office first reported a position in MC in Q4 2018 and held it in 3 quarters. The position peaked at $23K in Q1 2019. 195 funds tracked by Wall St. Rank hold MC as of Q3 2019.

  • Pathstone Family Office reported no remaining Moelis & Co position as of Q3 2019 after selling out during the quarter.
  • Pathstone Family Office sold 552 Moelis & Co shares in Q3 2019, an estimated $19K.
  • Pathstone Family Office first reported a position in Moelis & Co in Q4 2018 and held it in 3 quarters.
  • Pathstone Family Office's Moelis & Co position peaked at $23K in Q1 2019.
  • 195 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2019.

Based on Pathstone Family Office's 13F filing for Q3 2019, filed 13 Nov 2019.