General Electric’s Moelis & Co MC Stock Holding History

General Electric’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
2015 Q2	–	Sell	-167,359	Closed	-$5.04M	–	223
2015 Q1	$5.04M	Hold	167,359	–	–	0.01%	153
2014 Q4	$5.85M	Buy	+167,359	New	+$5.53M	0.01%	158

Other funds holding MC

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

LCM

Lomas Capital Management New York $1.04B AUM 24.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

General Electric's MC Position: Q2 2015 in Review

General Electric sold out of Moelis & Co (MC) in Q2 2015, closing a stake of 167,359 shares — an estimated $5.04M sold.

General Electric first reported a position in MC in Q4 2014 and held it in 2 quarters. The position peaked at $5.85M in Q4 2014. 84 funds tracked by Wall St. Rank hold MC as of Q2 2015.

General Electric reported no remaining Moelis & Co position as of Q2 2015 after selling out during the quarter.
General Electric sold 167,359 Moelis & Co shares in Q2 2015, an estimated $5.04M.
General Electric first reported a position in Moelis & Co in Q4 2014 and held it in 2 quarters.
General Electric's Moelis & Co position peaked at $5.85M in Q4 2014.
84 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2015.

Based on General Electric's 13F filing for Q2 2015, filed 13 Aug 2015.