Secor Capital Advisors’s Moelis & Co MC Stock Holding History

Secor Capital 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
2019 Q2	–	Sell	-12,794	Closed	-$532K	–	166
2019 Q1	$532K	Sell	12,794 -64,072	-83%	-$2.74M	0.11%	261
2018 Q4	$2.64M	Buy	+76,866	New	+$3.26M	0.35%	69
2018 Q1	–	Sell	-180,694	Closed	-$8.76M	–	588
2017 Q4	$8.76M	Buy	180,694 +94,416	+109%	+$4.26M	0.35%	20
2017 Q3	$3.71M	Buy	+86,278	New	+$3.45M	0.35%	84
2017 Q2	–	Sell	-96,524	Closed	-$3.72M	–	530
2017 Q1	$3.72M	Buy	96,524 +72,080	+295%	+$2.61M	0.41%	69
2016 Q4	$829K	Buy	+24,444	New	+$690K	0.1%	264
2015 Q1	–	Sell	-7,553	Closed	-$264K	–	500
2014 Q4	$264K	Buy	+7,553	New	+$250K	0.11%	296

Other funds holding MC

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Secor Capital Advisors's MC Position: Q2 2019 in Review

Secor Capital Advisors sold out of Moelis & Co (MC) in Q2 2019, closing a stake of 12,794 shares — an estimated $532K sold.

Secor Capital Advisors first reported a position in MC in Q4 2014 and held it in 7 quarters. The position peaked at $8.76M in Q4 2017. 196 funds tracked by Wall St. Rank hold MC as of Q2 2019.

Secor Capital Advisors reported no remaining Moelis & Co position as of Q2 2019 after selling out during the quarter.
Secor Capital Advisors sold 12,794 Moelis & Co shares in Q2 2019, an estimated $532K.
Secor Capital Advisors first reported a position in Moelis & Co in Q4 2014 and held it in 7 quarters.
Secor Capital Advisors's Moelis & Co position peaked at $8.76M in Q4 2017.
196 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2019.

Based on Secor Capital Advisors's 13F filing for Q2 2019.