Xact Kapitalforvaltning’s Moelis & Co MC Stock Holding History

Xact Kapitalforvaltning’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	-6,851	Closed	-$219K	–	1354
2019 Q4	$219K	Hold	6,851	–	–	﹤0.01%	1356
2019 Q3	$225K	Hold	6,851	–	–	﹤0.01%	1344
2019 Q2	$239K	Hold	6,851	–	–	﹤0.01%	1328
2019 Q1	$285K	Hold	6,851	–	–	0.01%	1243
2018 Q4	$236K	Hold	6,851	–	–	0.01%	1369
2018 Q3	$375K	Buy	6,851 +1,400	+26%	+$82.1K	0.01%	1182
2018 Q2	$320K	Buy	5,451 +700	+15%	+$40.2K	0.01%	1300
2018 Q1	$242K	Buy	+4,751	New	+$243K	0.01%	1387

Other funds holding MC

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Xact Kapitalforvaltning's MC Position: Q1 2020 in Review

Xact Kapitalforvaltning sold out of Moelis & Co (MC) in Q1 2020, closing a stake of 6,851 shares — an estimated $219K sold.

Xact Kapitalforvaltning first reported a position in MC in Q1 2018 and held it in 8 quarters. The position peaked at $375K in Q3 2018. 174 funds tracked by Wall St. Rank hold MC as of Q1 2020.

Xact Kapitalforvaltning reported no remaining Moelis & Co position as of Q1 2020 after selling out during the quarter.
Xact Kapitalforvaltning sold 6,851 Moelis & Co shares in Q1 2020, an estimated $219K.
Xact Kapitalforvaltning first reported a position in Moelis & Co in Q1 2018 and held it in 8 quarters.
Xact Kapitalforvaltning's Moelis & Co position peaked at $375K in Q3 2018.
174 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2020.

Based on Xact Kapitalforvaltning's 13F filing for Q1 2020, filed 14 May 2020.