WI
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WBI Investments’s Moelis & Co MC Stock Holding History

WBI Investments’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
2022
Q4 		– Sell
-11,369
Closed -$384K – 168
2022
Q3 		$384K Buy
11,369
+1,000
+10% +$41.9K 0.11% 89
2022
Q2 		$408K Buy
10,369
+216
+2% +$9.42K 0.09% 94
2022
Q1 		$476K Buy
+10,153
New +$528K 0.08% 146
2021
Q4 		– Sell
-5,485
Closed -$339K – 211
2021
Q3 		$339K Sell
5,485
-5,636
-51% -$338K 0.06% 149
2021
Q2 		$633K Buy
+11,121
New +$604K 0.1% 117
2018
Q2 		– Sell
-4,854
Closed -$247K – 272
2018
Q1 		$247K Sell
4,854
-4,222
-47% -$216K 0.01% 178
2017
Q4 		$440K Sell
9,076
-2,468
-21% -$111K 0.02% 244
2017
Q3 		$497K Buy
+11,544
New +$462K 0.02% 242

Other funds holding MC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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 $1.47T AUM 27.86% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return