WCM Investment Management
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WCM Investment Management’s Moelis & Co MC Stock Holding History

WCM Investment Management’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
Q1 		– Sell
-131,661
Closed -$4.2M – 190
2019
Q4 		$4.2M Buy
131,661
+95,939
+269% +$3.14M 0.02% 125
2019
Q3 		$1.17M Sell
35,722
-36
-0.1% -$1.22K 0.01% 122
2019
Q2 		$1.25M Buy
35,758
+7,506
+27% +$271K 0.01% 118
2019
Q1 		$1.18M Buy
+28,252
New +$1.21M 0.01% 112

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JP Morgan Chase
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Capital Research Global Investors
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BAMCO Inc
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

WCM Investment Management's MC Position: Q1 2020 in Review

WCM Investment Management sold out of Moelis & Co (MC) in Q1 2020, closing a stake of 131,661 shares — an estimated $4.2M sold.

WCM Investment Management first reported a position in MC in Q1 2019 and held it in 4 quarters. The position peaked at $4.2M in Q4 2019. 174 funds tracked by Wall St. Rank hold MC as of Q1 2020.

  • WCM Investment Management reported no remaining Moelis & Co position as of Q1 2020 after selling out during the quarter.
  • WCM Investment Management sold 131,661 Moelis & Co shares in Q1 2020, an estimated $4.2M.
  • WCM Investment Management first reported a position in Moelis & Co in Q1 2019 and held it in 4 quarters.
  • WCM Investment Management's Moelis & Co position peaked at $4.2M in Q4 2019.
  • 174 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2020.

Based on WCM Investment Management's 13F filing for Q1 2020, filed 8 May 2020.