Loomis, Sayles & Company
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Loomis, Sayles & Company’s Moelis & Co MC Stock Holding History

Loomis, Sayles & Company’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
Q2 		– Sell
-602
Closed -$25K – 675
2019
Q1 		$25K Hold
602
– – ﹤0.01% 604
2018
Q4 		$21K Buy
602
+436
+263% +$18.5K ﹤0.01% 684
2018
Q3 		$9K Buy
166
+10
+6% +$587 ﹤0.01% 819
2018
Q2 		$9K Sell
156
-15
-9% -$862 ﹤0.01% 805
2018
Q1 		$9K Sell
171
-624
-78% -$32K ﹤0.01% 817
2017
Q4 		$39K Sell
795
-86
-10% -$3.88K ﹤0.01% 633
2017
Q3 		$38K Sell
881
-36
-4% -$1.44K ﹤0.01% 641
2017
Q2 		$36K Buy
917
+39
+4% +$1.45K ﹤0.01% 644
2017
Q1 		$34K Sell
878
-104
-11% -$3.77K ﹤0.01% 673
2016
Q4 		$33K Buy
982
+226
+30% +$6.38K ﹤0.01% 699
2016
Q3 		$20K Buy
756
+201
+36% +$5.16K ﹤0.01% 680
2016
Q2 		$12K Buy
555
+265
+91% +$7.08K ﹤0.01% 717
2016
Q1 		$8K Sell
290
-17
-6% -$436 ﹤0.01% 865
2015
Q4 		$9K Buy
+307
New +$8.79K ﹤0.01% 873
2015
Q3 		– Sell
-302
Closed -$9K – 1045
2015
Q2 		$9K Buy
+302
New +$8.82K ﹤0.01% 826

Other funds holding MC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Loomis, Sayles & Company's MC Position: Q2 2019 in Review

Loomis, Sayles & Company sold out of Moelis & Co (MC) in Q2 2019, closing a stake of 602 shares — an estimated $25K sold.

Loomis, Sayles & Company first reported a position in MC in Q2 2015 and held it in 15 quarters. The position peaked at $39K in Q4 2017. 196 funds tracked by Wall St. Rank hold MC as of Q2 2019.

  • Loomis, Sayles & Company reported no remaining Moelis & Co position as of Q2 2019 after selling out during the quarter.
  • Loomis, Sayles & Company sold 602 Moelis & Co shares in Q2 2019, an estimated $25K.
  • Loomis, Sayles & Company first reported a position in Moelis & Co in Q2 2015 and held it in 15 quarters.
  • Loomis, Sayles & Company's Moelis & Co position peaked at $39K in Q4 2017.
  • 196 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2019.

Based on Loomis, Sayles & Company's 13F filing for Q2 2019, filed 14 Aug 2019.