CG
MC icon

Clinton Group’s Moelis & Co MC Stock Holding History

Clinton Group’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
2017
Q2 		– Sell
-11,111
Closed -$428K – 745
2017
Q1 		$428K Sell
11,111
-4,452
-29% -$161K 0.02% 667
2016
Q4 		$528K Buy
15,563
+1,910
+14% +$53.9K 0.03% 561
2016
Q3 		$367K Buy
13,653
+2,709
+25% +$69.6K 0.02% 742
2016
Q2 		$246K Buy
+10,944
New +$292K 0.01% 787

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $66.6B AUM 7.35% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Clinton Group's MC Position: Q2 2017 in Review

Clinton Group sold out of Moelis & Co (MC) in Q2 2017, closing a stake of 11,111 shares — an estimated $428K sold.

Clinton Group first reported a position in MC in Q2 2016 and held it in 4 quarters. The position peaked at $528K in Q4 2016. 144 funds tracked by Wall St. Rank hold MC as of Q2 2017.

  • Clinton Group reported no remaining Moelis & Co position as of Q2 2017 after selling out during the quarter.
  • Clinton Group sold 11,111 Moelis & Co shares in Q2 2017, an estimated $428K.
  • Clinton Group first reported a position in Moelis & Co in Q2 2016 and held it in 4 quarters.
  • Clinton Group's Moelis & Co position peaked at $528K in Q4 2016.
  • 144 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2017.

Based on Clinton Group's 13F filing for Q2 2017, filed 14 Aug 2017.