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BlackRock Advisors’s Moelis & Co MC Stock Holding History

BlackRock Advisors’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
2016
Q4 		$428K Buy
12,629
+1,336
+12% +$37.7K ﹤0.01% 2286
2016
Q3 		$304K Buy
11,293
+1,833
+19% +$47.1K ﹤0.01% 2445
2016
Q2 		$213K Buy
9,460
+920
+11% +$24.6K ﹤0.01% 2572
2016
Q1 		$241K Buy
8,540
+560
+7% +$14.3K ﹤0.01% 2465
2015
Q4 		$233K Sell
7,980
-3,475
-30% -$99.5K ﹤0.01% 2494
2015
Q3 		$301K Buy
11,455
+521
+5% +$14.7K ﹤0.01% 2500
2015
Q2 		$314K Buy
10,934
+5,039
+85% +$147K ﹤0.01% 2510
2015
Q1 		$178K Buy
5,895
+2,337
+66% +$73.8K ﹤0.01% 2743
2014
Q4 		$124K Buy
3,558
+431
+14% +$14.2K ﹤0.01% 2916
2014
Q3 		$107K Sell
3,127
-86
-3% -$2.91K ﹤0.01% 2967
2014
Q2 		$108K Buy
+3,213
New +$97.5K ﹤0.01% 3008

Other funds holding MC

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock Advisors's MC Position: Q4 2016 in Review

BlackRock Advisors increased its Moelis & Co (MC) stake by 12% in Q4 2016, buying an estimated $37.7K and bringing the position to 12,629 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #2286.

BlackRock Advisors first reported a position in MC in Q2 2014 and has held it in 11 quarters since. 109 funds tracked by Wall St. Rank hold MC as of Q4 2016.

  • BlackRock Advisors held 12,629 shares of Moelis & Co worth $428K as of Q4 2016.
  • BlackRock Advisors bought 1,336 Moelis & Co shares in Q4 2016, an estimated $37.7K.
  • Moelis & Co made up ﹤0.01% of BlackRock Advisors's portfolio in Q4 2016, its #2286 holding.
  • BlackRock Advisors first reported a position in Moelis & Co in Q2 2014 and has held it in 11 quarters since.
  • 109 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2016.

Based on BlackRock Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.