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AHL Partners’s Moelis & Co MC Stock Holding History

AHL Partners’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
2017
Q4 		$1.53M Buy
31,539
+22,459
+247% +$1.01M 0.02% 782
2017
Q3 		$391K Sell
9,080
-13,568
-60% -$543K 0.01% 1113
2017
Q2 		$880K Buy
22,648
+4,706
+26% +$175K 0.02% 818
2017
Q1 		$691K Buy
17,942
+9,215
+106% +$334K 0.02% 892
2016
Q4 		$296K Buy
+8,727
New +$246K 0.01% 964

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

AHL Partners's MC Position: Q4 2017 in Review

AHL Partners increased its Moelis & Co (MC) stake by 247% in Q4 2017, buying an estimated $1.01M and bringing the position to 31,539 shares worth $1.53M. The position accounts for 0.02% of the portfolio, ranked #782.

AHL Partners first reported a position in MC in Q4 2016 and has held it in 5 quarters since. 183 funds tracked by Wall St. Rank hold MC as of Q4 2017.

  • AHL Partners held 31,539 shares of Moelis & Co worth $1.53M as of Q4 2017.
  • AHL Partners bought 22,459 Moelis & Co shares in Q4 2017, an estimated $1.01M.
  • Moelis & Co made up 0.02% of AHL Partners's portfolio in Q4 2017, its #782 holding.
  • AHL Partners first reported a position in Moelis & Co in Q4 2016 and has held it in 5 quarters since.
  • 183 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.