SkyOak Wealth’s Moelis & Co MC Stock Holding History

SkyOak Wealth’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	–	Sell	-12,524	Closed	-$390K	–	224
2020 Q2	$390K	Buy	+12,524	New	+$393K	0.14%	150

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

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

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

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

TAM

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

SkyOak Wealth's MC Position: Q3 2020 in Review

SkyOak Wealth sold out of Moelis & Co (MC) in Q3 2020, closing a stake of 12,524 shares — an estimated $390K sold.

SkyOak Wealth first reported a position in MC in Q2 2020 and held it in 1 quarter. The position peaked at $390K in Q2 2020. 188 funds tracked by Wall St. Rank hold MC as of Q3 2020.

SkyOak Wealth reported no remaining Moelis & Co position as of Q3 2020 after selling out during the quarter.
SkyOak Wealth sold 12,524 Moelis & Co shares in Q3 2020, an estimated $390K.
SkyOak Wealth first reported a position in Moelis & Co in Q2 2020 and held it in 1 quarter.
SkyOak Wealth's Moelis & Co position peaked at $390K in Q2 2020.
188 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2020.

Based on SkyOak Wealth's 13F filing for Q3 2020, filed 3 Nov 2020.