Reilly Financial Advisors’s Moelis & Co MC Stock Holding History

Reilly Financial Advisors’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
2021 Q4	$20K	Hold	325	–	–	﹤0.01%	574
2021 Q3	$20K	Hold	325	–	–	﹤0.01%	528
2021 Q2	$18K	Hold	325	–	–	﹤0.01%	569
2021 Q1	$18K	Hold	325	–	–	﹤0.01%	559
2020 Q4	$15K	Hold	325	–	–	﹤0.01%	550
2020 Q3	$11K	Hold	325	–	–	﹤0.01%	554
2020 Q2	$10K	Hold	325	–	–	﹤0.01%	581
2020 Q1	$9K	Hold	325	–	–	﹤0.01%	565
2019 Q4	$10K	Hold	325	–	–	﹤0.01%	629
2019 Q3	$11K	Hold	325	–	–	﹤0.01%	619
2019 Q2	$11K	Hold	325	–	–	﹤0.01%	651
2019 Q1	$14K	Hold	325	–	–	﹤0.01%	608
2018 Q4	$11K	Hold	325	–	–	﹤0.01%	630
2018 Q3	$18K	Hold	325	–	–	﹤0.01%	580
2018 Q2	$19K	Hold	325	–	–	﹤0.01%	520
2018 Q1	$17K	Hold	325	–	–	﹤0.01%	535
2017 Q4	$16K	Hold	325	–	–	﹤0.01%	556
2017 Q3	$14K	Hold	325	–	–	﹤0.01%	570
2017 Q2	$13K	Buy	+325	New	+$12.1K	﹤0.01%	594

Other funds holding MC

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

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

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Reilly Financial Advisors's MC Position: Q4 2021 in Review

Reilly Financial Advisors held its Moelis & Co (MC) position steady in Q4 2021 at 325 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Reilly Financial Advisors first reported a position in MC in Q2 2017 and has held it in 19 quarters since. 314 funds tracked by Wall St. Rank hold MC as of Q4 2021.

Reilly Financial Advisors held 325 shares of Moelis & Co worth $20K as of Q4 2021.
Reilly Financial Advisors left its Moelis & Co share count unchanged in Q4 2021.
Moelis & Co made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #574 holding.
Reilly Financial Advisors first reported a position in Moelis & Co in Q2 2017 and has held it in 19 quarters since.
314 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.