Axa’s Moelis & Co MC Stock Holding History

Axa’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	-7,700	Closed	-$373K	–	1401
2017 Q4	$373K	Buy	7,700 +700	+10%	+$31.6K	﹤0.01%	1194
2017 Q3	$301K	Buy	+7,000	New	+$280K	﹤0.01%	1197

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

Axa's MC Position: Q1 2018 in Review

Axa sold out of Moelis & Co (MC) in Q1 2018, closing a stake of 7,700 shares — an estimated $373K sold.

Axa first reported a position in MC in Q3 2017 and held it in 2 quarters. The position peaked at $373K in Q4 2017. 200 funds tracked by Wall St. Rank hold MC as of Q1 2018.

Axa reported no remaining Moelis & Co position as of Q1 2018 after selling out during the quarter.
Axa sold 7,700 Moelis & Co shares in Q1 2018, an estimated $373K.
Axa first reported a position in Moelis & Co in Q3 2017 and held it in 2 quarters.
Axa's Moelis & Co position peaked at $373K in Q4 2017.
200 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2018.

Based on Axa's 13F filing for Q1 2018, filed 14 May 2018.