Central Trust Company’s Moelis & Co MC Stock Holding History

Central Trust Company’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	-245	Closed	-$13K	–	1204
2018 Q3	$13K	Hold	245	–	–	﹤0.01%	933
2018 Q2	$14K	Buy	+245	New	+$14.1K	﹤0.01%	893

Other funds holding MC

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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

Central Trust Company's MC Position: Q4 2018 in Review

Central Trust Company sold out of Moelis & Co (MC) in Q4 2018, closing a stake of 245 shares — an estimated $13K sold.

Central Trust Company first reported a position in MC in Q2 2018 and held it in 2 quarters. The position peaked at $14K in Q2 2018. 221 funds tracked by Wall St. Rank hold MC as of Q4 2018.

Central Trust Company reported no remaining Moelis & Co position as of Q4 2018 after selling out during the quarter.
Central Trust Company sold 245 Moelis & Co shares in Q4 2018, an estimated $13K.
Central Trust Company first reported a position in Moelis & Co in Q2 2018 and held it in 2 quarters.
Central Trust Company's Moelis & Co position peaked at $14K in Q2 2018.
221 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2018.

Based on Central Trust Company's 13F filing for Q4 2018, filed 8 Jan 2019.