SMFS
MC icon

Squar Milner Financial Services’s Moelis & Co MC Stock Holding History

Squar Milner Financial 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
2019
Q3 		– Sell
-107
Closed -$4K – 511
2019
Q2 		$4K Sell
107
-85
-44% -$3.07K ﹤0.01% 629
2019
Q1 		$7K Buy
192
+112
+140% +$4.79K 0.01% 596
2018
Q4 		$3K Sell
80
-46
-37% -$1.95K ﹤0.01% 654
2018
Q3 		$7K Hold
126
– – 0.01% 556
2018
Q2 		$7K Buy
+126
New +$7.24K 0.01% 651

Other funds holding MC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Squar Milner Financial Services's MC Position: Q3 2019 in Review

Squar Milner Financial Services sold out of Moelis & Co (MC) in Q3 2019, closing a stake of 107 shares — an estimated $4K sold.

Squar Milner Financial Services first reported a position in MC in Q2 2018 and held it in 5 quarters. The position peaked at $7K in Q1 2019. 195 funds tracked by Wall St. Rank hold MC as of Q3 2019.

  • Squar Milner Financial Services reported no remaining Moelis & Co position as of Q3 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 107 Moelis & Co shares in Q3 2019, an estimated $4K.
  • Squar Milner Financial Services first reported a position in Moelis & Co in Q2 2018 and held it in 5 quarters.
  • Squar Milner Financial Services's Moelis & Co position peaked at $7K in Q1 2019.
  • 195 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.