Position
Creative Planning in Moelis & Co
Back to the book · All holders of MC
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark −$89.8K$68.74 → $57.00
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 7.65K | $525.8K | — | — | — | 0.0% |
| Q1 2026 | 9.71K | $553.6K | $57.00 | −$89.8K | $117.6K | 0.0% |