Cypress Capital Management (Wyoming)’s Moelis & Co MC Stock Holding History

Cypress Capital Management (Wyoming)’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	-300	Closed	-$16K	–	359
2018 Q3	$16K	Sell	300 -15,855	-98%	-$930K	0.02%	239
2018 Q2	$947K	Sell	16,155 -70	-0.4%	-$4.02K	0.99%	30
2018 Q1	$825K	Sell	16,225 -200	-1%	-$10.2K	0.95%	27
2017 Q4	$797K	Buy	16,425 +2,425	+17%	+$110K	0.9%	28
2017 Q3	$603K	Buy	+14,000	New	+$560K	0.71%	36

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

Cypress Capital Management (Wyoming)'s MC Position: Q4 2018 in Review

Cypress Capital Management (Wyoming) sold out of Moelis & Co (MC) in Q4 2018, closing a stake of 300 shares — an estimated $16K sold.

Cypress Capital Management (Wyoming) first reported a position in MC in Q3 2017 and held it in 5 quarters. The position peaked at $947K in Q2 2018. 221 funds tracked by Wall St. Rank hold MC as of Q4 2018.

Cypress Capital Management (Wyoming) reported no remaining Moelis & Co position as of Q4 2018 after selling out during the quarter.
Cypress Capital Management (Wyoming) sold 300 Moelis & Co shares in Q4 2018, an estimated $16K.
Cypress Capital Management (Wyoming) first reported a position in Moelis & Co in Q3 2017 and held it in 5 quarters.
Cypress Capital Management (Wyoming)'s Moelis & Co position peaked at $947K in Q2 2018.
221 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2018.

Based on Cypress Capital Management (Wyoming)'s 13F filing for Q4 2018, filed 5 Feb 2019.