Managed Account Advisors’s Moelis & Co MC Stock Holding History

Managed Account 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
2015 Q1	–	Sell	-140	Closed	-$5K	–	3029
2014 Q4	$5K	Buy	+140	New	+$4.63K	﹤0.01%	2661

Other funds holding MC

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LCM

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Managed Account Advisors's MC Position: Q1 2015 in Review

Managed Account Advisors sold out of Moelis & Co (MC) in Q1 2015, closing a stake of 140 shares — an estimated $5K sold.

Managed Account Advisors first reported a position in MC in Q4 2014 and held it in 1 quarter. The position peaked at $5K in Q4 2014. 93 funds tracked by Wall St. Rank hold MC as of Q1 2015.

Managed Account Advisors reported no remaining Moelis & Co position as of Q1 2015 after selling out during the quarter.
Managed Account Advisors sold 140 Moelis & Co shares in Q1 2015, an estimated $5K.
Managed Account Advisors first reported a position in Moelis & Co in Q4 2014 and held it in 1 quarter.
Managed Account Advisors's Moelis & Co position peaked at $5K in Q4 2014.
93 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2015.

Based on Managed Account Advisors's 13F filing for Q1 2015, filed 15 May 2015.