BlackRock Institutional Trust’s Moelis & Co MC Stock Holding History

BlackRock Institutional Trust’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	$20.7M	Buy	609,397 +101,192	+20%	+$2.86M	﹤0.01%	1939
2016 Q3	$13.7M	Buy	508,205 +14,306	+3%	+$368K	﹤0.01%	2138
2016 Q2	$11.1M	Buy	493,899 +118,707	+32%	+$3.17M	﹤0.01%	2229
2016 Q1	$10.6M	Buy	375,192 +22,757	+6%	+$583K	﹤0.01%	2227
2015 Q4	$10.3M	Buy	352,435 +18,986	+6%	+$544K	﹤0.01%	2305
2015 Q3	$8.76M	Buy	333,449 +99,309	+42%	+$2.81M	﹤0.01%	2378
2015 Q2	$6.72M	Buy	234,140 +121,928	+109%	+$3.56M	﹤0.01%	2628
2015 Q1	$3.38M	Buy	112,212 +25,533	+29%	+$806K	﹤0.01%	2896
2014 Q4	$3.03M	Sell	86,679 -8,987	-9%	-$297K	﹤0.01%	2933
2014 Q3	$3.27M	Buy	95,666 +946	+1%	+$32K	﹤0.01%	2865
2014 Q2	$3.18M	Buy	+94,720	New	+$2.87M	﹤0.01%	2984

Other funds holding MC

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

BlackRock Institutional Trust's MC Position: Q4 2016 in Review

BlackRock Institutional Trust increased its Moelis & Co (MC) stake by 20% in Q4 2016, buying an estimated $2.86M and bringing the position to 609,397 shares worth $20.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1939.

BlackRock Institutional Trust 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 Institutional Trust held 609,397 shares of Moelis & Co worth $20.7M as of Q4 2016.
BlackRock Institutional Trust bought 101,192 Moelis & Co shares in Q4 2016, an estimated $2.86M.
Moelis & Co made up ﹤0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #1939 holding.
BlackRock Institutional Trust 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 Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.