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Shine Investment Advisory Services’s Moelis & Co MC Stock Holding History

Shine Investment Advisory Services’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
Q3 		$79K Hold
2,250
– – 0.03% 229
2020
Q2 		$70K Hold
2,250
– – 0.03% 239
2020
Q1 		$63K Buy
2,250
+349
+18% +$11.4K 0.03% 238
2019
Q4 		$61K Hold
1,901
– – 0.02% 282
2019
Q3 		$62K Hold
1,901
– – 0.03% 269
2019
Q2 		$66K Buy
+1,901
New +$68.8K 0.03% 256

Other funds holding MC

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BlackRock
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Shine Investment Advisory Services's MC Position: Q3 2020 in Review

Shine Investment Advisory Services held its Moelis & Co (MC) position steady in Q3 2020 at 2,250 shares worth $79K. The position accounts for 0.03% of the portfolio, ranked #229.

Shine Investment Advisory Services first reported a position in MC in Q2 2019 and has held it in 6 quarters since. 188 funds tracked by Wall St. Rank hold MC as of Q3 2020.

  • Shine Investment Advisory Services held 2,250 shares of Moelis & Co worth $79K as of Q3 2020.
  • Shine Investment Advisory Services left its Moelis & Co share count unchanged in Q3 2020.
  • Moelis & Co made up 0.03% of Shine Investment Advisory Services's portfolio in Q3 2020, its #229 holding.
  • Shine Investment Advisory Services first reported a position in Moelis & Co in Q2 2019 and has held it in 6 quarters since.
  • 188 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.