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Patriot Financial Group Insurance Agency’s Moelis & Co MC Stock Holding History

Patriot Financial Group Insurance Agency’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
2020
Q1 		– Sell
-25
Closed -$1K – 1664
2019
Q4 		$1K Buy
25
+5
+25% +$164 ﹤0.01% 1218
2019
Q3 		$1K Hold
20
– – ﹤0.01% 1201
2019
Q2 		$1K Buy
20
+2
+11% +$72 ﹤0.01% 1275
2019
Q1 		$1K Buy
+18
New +$769 ﹤0.01% 1137

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Patriot Financial Group Insurance Agency's MC Position: Q1 2020 in Review

Patriot Financial Group Insurance Agency sold out of Moelis & Co (MC) in Q1 2020, closing a stake of 25 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in MC in Q1 2019 and held it in 4 quarters. The position peaked at $1K in Q4 2019. 174 funds tracked by Wall St. Rank hold MC as of Q1 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Moelis & Co position as of Q1 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 25 Moelis & Co shares in Q1 2020, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Moelis & Co in Q1 2019 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's Moelis & Co position peaked at $1K in Q4 2019.
  • 174 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2020, filed 15 Apr 2020.