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RGT Wealth Advisors’s Moelis & Co MC Stock Holding History

RGT Wealth 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
2018
Q4 		– Sell
-5,068
Closed -$278K – 29
2018
Q3 		$278K Buy
5,068
+111
+2% +$6.51K 0.94% 30
2018
Q2 		$291K Buy
4,957
+92
+2% +$5.29K 0.93% 27
2018
Q1 		$247K Buy
+4,865
New +$249K 0.12% 85

Other funds holding MC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RGT Wealth Advisors's MC Position: Q4 2018 in Review

RGT Wealth Advisors sold out of Moelis & Co (MC) in Q4 2018, closing a stake of 5,068 shares — an estimated $278K sold.

RGT Wealth Advisors first reported a position in MC in Q1 2018 and held it in 3 quarters. The position peaked at $291K in Q2 2018. 221 funds tracked by Wall St. Rank hold MC as of Q4 2018.

  • RGT Wealth Advisors reported no remaining Moelis & Co position as of Q4 2018 after selling out during the quarter.
  • RGT Wealth Advisors sold 5,068 Moelis & Co shares in Q4 2018, an estimated $278K.
  • RGT Wealth Advisors first reported a position in Moelis & Co in Q1 2018 and held it in 3 quarters.
  • RGT Wealth Advisors's Moelis & Co position peaked at $291K in Q2 2018.
  • 221 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2018.

Based on RGT Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.