Capital Guardian Trust’s Moelis & Co MC Stock Holding History

Capital Guardian 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
2018 Q4	–	Sell	-646	Closed	-$35K	–	383
2018 Q3	$35K	Buy	+646	New	+$37.9K	﹤0.01%	369

Other funds holding MC

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Guardian Trust's MC Position: Q4 2018 in Review

Capital Guardian Trust sold out of Moelis & Co (MC) in Q4 2018, closing a stake of 646 shares — an estimated $35K sold.

Capital Guardian Trust first reported a position in MC in Q3 2018 and held it in 1 quarter. The position peaked at $35K in Q3 2018. 221 funds tracked by Wall St. Rank hold MC as of Q4 2018.

Capital Guardian Trust reported no remaining Moelis & Co position as of Q4 2018 after selling out during the quarter.
Capital Guardian Trust sold 646 Moelis & Co shares in Q4 2018, an estimated $35K.
Capital Guardian Trust first reported a position in Moelis & Co in Q3 2018 and held it in 1 quarter.
Capital Guardian Trust's Moelis & Co position peaked at $35K in Q3 2018.
221 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2018.

Based on Capital Guardian Trust's 13F filing for Q4 2018, filed 14 Feb 2019.