Waddell & Reed Financial’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-1,076,174
| Closed | -$32.4M | – | 584 |
|
|
2015
Q1 | $32.4M | Buy |
1,076,174
+42,200
| +4% | +$1.27M | 0.05% | 278 |
|
|
2014
Q4 | $36.1M | Buy |
1,033,974
+393,374
| +61% | +$13.7M | 0.05% | 261 |
|
|
2014
Q3 | $21.9M | Buy |
640,600
+7,100
| +1% | +$242K | 0.03% | 321 |
|
|
2014
Q2 | $21.3M | Buy |
+633,500
| New | +$21.3M | 0.03% | 335 |
|