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Wellington Shields Capital Management’s Moelis & Co MC Stock Holding History

Wellington Shields Capital 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
2018
Q2 		– Sell
-6,670
Closed -$339K – 323
2018
Q1 		$339K Buy
+6,670
New +$342K 0.05% 246

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Wellington Shields Capital Management's MC Position: Q2 2018 in Review

Wellington Shields Capital Management sold out of Moelis & Co (MC) in Q2 2018, closing a stake of 6,670 shares — an estimated $339K sold.

Wellington Shields Capital Management first reported a position in MC in Q1 2018 and held it in 1 quarter. The position peaked at $339K in Q1 2018. 205 funds tracked by Wall St. Rank hold MC as of Q2 2018.

  • Wellington Shields Capital Management reported no remaining Moelis & Co position as of Q2 2018 after selling out during the quarter.
  • Wellington Shields Capital Management sold 6,670 Moelis & Co shares in Q2 2018, an estimated $339K.
  • Wellington Shields Capital Management first reported a position in Moelis & Co in Q1 2018 and held it in 1 quarter.
  • Wellington Shields Capital Management's Moelis & Co position peaked at $339K in Q1 2018.
  • 205 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2018.

Based on Wellington Shields Capital Management's 13F filing for Q2 2018, filed 2 Aug 2018.