QS Investors’s Moelis & Co MC Stock Holding History

QS Investors’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 Q2	–	Sell	-161	Closed	-$5K	–	1681
2020 Q1	$5K	Hold	161	–	–	﹤0.01%	1603
2019 Q4	$6K	Hold	161	–	–	﹤0.01%	1583
2019 Q3	$6K	Hold	161	–	–	﹤0.01%	1591
2019 Q2	$6K	Hold	161	–	–	﹤0.01%	1583
2019 Q1	$7K	Hold	161	–	–	﹤0.01%	1575
2018 Q4	$6K	Hold	161	–	–	﹤0.01%	1556
2018 Q3	$9K	Hold	161	–	–	﹤0.01%	1555
2018 Q2	$9K	Hold	161	–	–	﹤0.01%	1570
2018 Q1	$8K	Hold	161	–	–	﹤0.01%	1573
2017 Q4	$8K	Hold	161	–	–	﹤0.01%	1575
2017 Q3	$7K	Buy	+161	New	+$6.44K	﹤0.01%	1614

Other funds holding MC

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

QS Investors's MC Position: Q2 2020 in Review

QS Investors sold out of Moelis & Co (MC) in Q2 2020, closing a stake of 161 shares — an estimated $5K sold.

QS Investors first reported a position in MC in Q3 2017 and held it in 11 quarters. The position peaked at $9K in Q3 2018. 190 funds tracked by Wall St. Rank hold MC as of Q2 2020.

QS Investors reported no remaining Moelis & Co position as of Q2 2020 after selling out during the quarter.
QS Investors sold 161 Moelis & Co shares in Q2 2020, an estimated $5K.
QS Investors first reported a position in Moelis & Co in Q3 2017 and held it in 11 quarters.
QS Investors's Moelis & Co position peaked at $9K in Q3 2018.
190 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2020.

Based on QS Investors's 13F filing for Q2 2020, filed 14 Aug 2020.