AEGON Asset Management (UK)’s Moelis & Co MC Stock Holding History

AEGON Asset Management (UK)’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 Q1	–	Sell	-42,087	Closed	-$2.04M	–	184
2017 Q4	$2.04M	Sell	42,087 -3,806	-8%	-$172K	0.05%	116
2017 Q3	$1.97M	Buy	45,893 +8,299	+22%	+$332K	0.05%	108
2017 Q2	$1.46M	Sell	37,594 -1,150	-3%	-$42.9K	0.04%	122
2017 Q1	$1.49M	Sell	38,744 -610	-2%	-$22.1K	0.04%	121
2016 Q4	$1.33M	Sell	39,354 -2,081	-5%	-$58.7K	0.04%	130
2016 Q3	$1.11M	Sell	41,435 -2,779	-6%	-$71.4K	0.03%	151
2016 Q2	$994K	Buy	+44,214	New	+$1.18M	0.03%	159

Other funds holding MC

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AEGON Asset Management (UK)'s MC Position: Q1 2018 in Review

AEGON Asset Management (UK) sold out of Moelis & Co (MC) in Q1 2018, closing a stake of 42,087 shares — an estimated $2.04M sold.

AEGON Asset Management (UK) first reported a position in MC in Q2 2016 and held it in 7 quarters. The position peaked at $2.04M in Q4 2017. 200 funds tracked by Wall St. Rank hold MC as of Q1 2018.

AEGON Asset Management (UK) reported no remaining Moelis & Co position as of Q1 2018 after selling out during the quarter.
AEGON Asset Management (UK) sold 42,087 Moelis & Co shares in Q1 2018, an estimated $2.04M.
AEGON Asset Management (UK) first reported a position in Moelis & Co in Q2 2016 and held it in 7 quarters.
AEGON Asset Management (UK)'s Moelis & Co position peaked at $2.04M in Q4 2017.
200 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2018.

Based on AEGON Asset Management (UK)'s 13F filing for Q1 2018, filed 9 May 2018.