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Boston Advisors’s Moelis & Co MC Stock Holding History

Boston 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
2019
Q1 		– Sell
-23,871
Closed -$821K – 651
2018
Q4 		$821K Sell
23,871
-133,876
-85% -$5.68M 0.05% 359
2018
Q3 		$8.64M Buy
157,747
+7,306
+5% +$429K 0.37% 62
2018
Q2 		$8.82M Sell
150,441
-6,295
-4% -$362K 0.22% 96
2018
Q1 		$7.97M Buy
156,736
+5,867
+4% +$301K 0.2% 107
2017
Q4 		$7.32M Sell
150,869
-51,779
-26% -$2.34M 0.16% 154
2017
Q3 		$8.72M Buy
202,648
+39,238
+24% +$1.57M 0.2% 143
2017
Q2 		$6.35M Buy
+163,410
New +$6.09M 0.15% 179

Other funds holding MC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $33.1B AUM 11.16% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HCM
Highline Capital Management New York $53.5M AUM 21.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Boston Advisors's MC Position: Q1 2019 in Review

Boston Advisors sold out of Moelis & Co (MC) in Q1 2019, closing a stake of 23,871 shares — an estimated $821K sold.

Boston Advisors first reported a position in MC in Q2 2017 and held it in 7 quarters. The position peaked at $8.82M in Q2 2018. 218 funds tracked by Wall St. Rank hold MC as of Q1 2019.

  • Boston Advisors reported no remaining Moelis & Co position as of Q1 2019 after selling out during the quarter.
  • Boston Advisors sold 23,871 Moelis & Co shares in Q1 2019, an estimated $821K.
  • Boston Advisors first reported a position in Moelis & Co in Q2 2017 and held it in 7 quarters.
  • Boston Advisors's Moelis & Co position peaked at $8.82M in Q2 2018.
  • 218 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2019.

Based on Boston Advisors's 13F filing for Q1 2019, filed 23 Apr 2019.