WEC
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Winslow Evans & Crocker’s Moelis & Co MC Stock Holding History

Winslow Evans & Crocker’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
Q4 		$5K Hold
100
– – ﹤0.01% 1090
2020
Q3 		$4K Buy
+100
New +$3.16K ﹤0.01% 914
2019
Q2 		– Sell
-12
Closed -$2K – 1262
2019
Q1 		$2K Buy
+12
New +$513 ﹤0.01% 1193
2018
Q1 		– Sell
-1,300
Closed -$63K – 1142
2017
Q4 		$63K Buy
+1,300
New +$58.7K 0.02% 450

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 $5.72T AUM 30.48% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Winslow Evans & Crocker's MC Position: Q4 2020 in Review

Winslow Evans & Crocker held its Moelis & Co (MC) position steady in Q4 2020 at 100 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

Winslow Evans & Crocker first reported a position in MC in Q4 2017 and has held it in 4 quarters since. The position peaked at $63K in Q4 2017. 227 funds tracked by Wall St. Rank hold MC as of Q4 2020.

  • Winslow Evans & Crocker held 100 shares of Moelis & Co worth $5K as of Q4 2020.
  • Winslow Evans & Crocker left its Moelis & Co share count unchanged in Q4 2020.
  • Moelis & Co made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1090 holding.
  • Winslow Evans & Crocker first reported a position in Moelis & Co in Q4 2017 and has held it in 4 quarters since.
  • Winslow Evans & Crocker's Moelis & Co position peaked at $63K in Q4 2017.
  • 227 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.