Delpha Capital Management’s Moelis & Co MC Stock Holding History

Delpha Capital Management’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 Q1	–	Sell	-261	Closed	-$13K	–	761
2017 Q4	$13K	Buy	+261	New	+$11.8K	0.01%	964

Other funds holding MC

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Delpha Capital Management's MC Position: Q1 2018 in Review

Delpha Capital Management sold out of Moelis & Co (MC) in Q1 2018, closing a stake of 261 shares — an estimated $13K sold.

Delpha Capital Management first reported a position in MC in Q4 2017 and held it in 1 quarter. The position peaked at $13K in Q4 2017. 200 funds tracked by Wall St. Rank hold MC as of Q1 2018.

Delpha Capital Management reported no remaining Moelis & Co position as of Q1 2018 after selling out during the quarter.
Delpha Capital Management sold 261 Moelis & Co shares in Q1 2018, an estimated $13K.
Delpha Capital Management first reported a position in Moelis & Co in Q4 2017 and held it in 1 quarter.
Delpha Capital Management's Moelis & Co position peaked at $13K in Q4 2017.
200 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2018.

Based on Delpha Capital Management's 13F filing for Q1 2018, filed 11 May 2018.