WealthOne’s Moelis & Co MC Stock Holding History

WealthOne’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 Q1	–	Sell	-108	Closed	-$4K	–	347
2018 Q4	$4K	Buy	+108	New	+$4.59K	﹤0.01%	494

Other funds holding MC

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HCM

Highline Capital Management New York $53.5M AUM 21.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthOne's MC Position: Q1 2019 in Review

WealthOne sold out of Moelis & Co (MC) in Q1 2019, closing a stake of 108 shares — an estimated $4K sold.

WealthOne first reported a position in MC in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 218 funds tracked by Wall St. Rank hold MC as of Q1 2019.

WealthOne reported no remaining Moelis & Co position as of Q1 2019 after selling out during the quarter.
WealthOne sold 108 Moelis & Co shares in Q1 2019, an estimated $4K.
WealthOne first reported a position in Moelis & Co in Q4 2018 and held it in 1 quarter.
WealthOne's Moelis & Co position peaked at $4K in Q4 2018.
218 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.