Wealthsource Partners, LLC Moelis & CO Transaction History

Wealthsource Partners, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2018 Feb 06, 2019	SELL	$32.96 - $55.62 $218,854 - $369,316	-6,640 Closed	0 $0
Q3 2018 Nov 13, 2018	SELL	$54.8 - $63.7 $15,618 - $18,154	-285 Reduced 4.12%	6,640 $364,000
Q2 2018 Aug 14, 2018	SELL	$50.0 - $66.95 $3,250 - $4,351	-65 Reduced 0.93%	6,925 $406,000
Q1 2018 Apr 16, 2018	BUY	$48.05 - $54.3 $335,869 - $379,557	6,990 New	6,990 $355,000
Q1 2018 Apr 16, 2018	SELL	$48.05 - $54.3 $325,779 - $368,154	-6,780 Closed	0 $0
Q4 2017 Feb 16, 2018	BUY	$41.6 - $49.8 $20,384 - $24,402	490 Added 7.79%	6,780 $329,000
Q3 2017 Nov 20, 2017	BUY	$38.3 - $43.3 $240,906 - $272,357	6,290	6,290 $271,000

358

69.9M

126K

65.3K

Ticker MC
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 61,011,100
Market Cap $4.53B
Description
Moelis & Company operates as an investment banking advisory firm. It offers advisory services in the areas of mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The company offers its services to public multinational corporations, middle market private companies,...

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