L & S Advisors’s Moelis & Co MC Stock Holding History

L & S 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
2018 Q4	–	Sell	-12,483	Closed	-$684K	–	320
2018 Q3	$684K	Buy	12,483 +777	+7%	+$45.6K	0.09%	196
2018 Q2	$687K	Buy	+11,706	New	+$673K	0.12%	171

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

L & S Advisors's MC Position: Q4 2018 in Review

L & S Advisors sold out of Moelis & Co (MC) in Q4 2018, closing a stake of 12,483 shares — an estimated $684K sold.

L & S Advisors first reported a position in MC in Q2 2018 and held it in 2 quarters. The position peaked at $687K in Q2 2018. 221 funds tracked by Wall St. Rank hold MC as of Q4 2018.

L & S Advisors reported no remaining Moelis & Co position as of Q4 2018 after selling out during the quarter.
L & S Advisors sold 12,483 Moelis & Co shares in Q4 2018, an estimated $684K.
L & S Advisors first reported a position in Moelis & Co in Q2 2018 and held it in 2 quarters.
L & S Advisors's Moelis & Co position peaked at $687K in Q2 2018.
221 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2018.

Based on L & S Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.