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Wealthcare Advisory Partners’s Moelis & Co MC Stock Holding History

Wealthcare Advisory Partners’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
2018
Q2 		– Sell
-16
Closed – – 1282
2018
Q1 		$0 Buy
16
+1
+7% +$51 ﹤0.01% 1183
2017
Q4 		$1K Hold
15
– – ﹤0.01% 1009
2017
Q3 		$1K Buy
+15
New +$600 ﹤0.01% 829

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Wealthcare Advisory Partners's MC Position: Q2 2018 in Review

Wealthcare Advisory Partners sold out of Moelis & Co (MC) in Q2 2018, closing a stake of 16 shares.

Wealthcare Advisory Partners first reported a position in MC in Q3 2017 and held it in 3 quarters. The position peaked at $1K in Q4 2017. 205 funds tracked by Wall St. Rank hold MC as of Q2 2018.

  • Wealthcare Advisory Partners reported no remaining Moelis & Co position as of Q2 2018 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 16 Moelis & Co shares in Q2 2018.
  • Wealthcare Advisory Partners first reported a position in Moelis & Co in Q3 2017 and held it in 3 quarters.
  • Wealthcare Advisory Partners's Moelis & Co position peaked at $1K in Q4 2017.
  • 205 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2018.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2018, filed 14 Aug 2018.