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Great Lakes Advisors’s Moelis & Co MC Stock Holding History

Great Lakes Advisors’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
2019
Q1 		– Sell
-142,457
Closed -$4.9M – 601
2018
Q4 		$4.9M Buy
142,457
+19,984
+16% +$849K 0.12% 195
2018
Q3 		$6.71M Sell
122,473
-7,341
-6% -$431K 0.15% 147
2018
Q2 		$7.61M Buy
+129,814
New +$7.46M 0.18% 136

Other funds holding MC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $33.1B AUM 11.16% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HCM
Highline Capital Management New York $53.5M AUM 21.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Great Lakes Advisors's MC Position: Q1 2019 in Review

Great Lakes Advisors sold out of Moelis & Co (MC) in Q1 2019, closing a stake of 142,457 shares — an estimated $4.9M sold.

Great Lakes Advisors first reported a position in MC in Q2 2018 and held it in 3 quarters. The position peaked at $7.61M in Q2 2018. 218 funds tracked by Wall St. Rank hold MC as of Q1 2019.

  • Great Lakes Advisors reported no remaining Moelis & Co position as of Q1 2019 after selling out during the quarter.
  • Great Lakes Advisors sold 142,457 Moelis & Co shares in Q1 2019, an estimated $4.9M.
  • Great Lakes Advisors first reported a position in Moelis & Co in Q2 2018 and held it in 3 quarters.
  • Great Lakes Advisors's Moelis & Co position peaked at $7.61M in Q2 2018.
  • 218 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2019.

Based on Great Lakes Advisors's 13F filing for Q1 2019, filed 7 May 2019.