Lucus Advisors’s Moelis & Co MC Stock Holding History

Lucus 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 Q1	$217K	Sell	4,272 -2,743	-39%	-$141K	0.38%	115
2017 Q4	$340K	Buy	+7,015	New	+$317K	0.5%	51
2017 Q3	–	Sell	-9,210	Closed	-$358K	–	229
2017 Q2	$358K	Sell	9,210 -1,593	-15%	-$59.4K	0.48%	95
2017 Q1	$416K	Buy	+10,803	New	+$391K	0.38%	32
2015 Q3	–	Sell	-16,972	Closed	-$487K	–	354
2015 Q2	$487K	Buy	+16,972	New	+$496K	0.23%	217

Other funds holding MC

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Lucus Advisors's MC Position: Q1 2018 in Review

Lucus Advisors reduced its Moelis & Co (MC) stake by 39% in Q1 2018, selling an estimated $141K and leaving 4,272 shares worth $217K. The position accounts for 0.38% of the portfolio, ranked #115.

Lucus Advisors first reported a position in MC in Q2 2015 and has held it in 5 quarters since. The position peaked at $487K in Q2 2015. 200 funds tracked by Wall St. Rank hold MC as of Q1 2018.

Lucus Advisors held 4,272 shares of Moelis & Co worth $217K as of Q1 2018.
Lucus Advisors sold 2,743 Moelis & Co shares in Q1 2018, an estimated $141K.
Moelis & Co made up 0.38% of Lucus Advisors's portfolio in Q1 2018, its #115 holding.
Lucus Advisors first reported a position in Moelis & Co in Q2 2015 and has held it in 5 quarters since.
Lucus Advisors's Moelis & Co position peaked at $487K in Q2 2015.
200 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.