Massachusetts Financial Services
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Massachusetts Financial Services’s Moelis & Co MC Stock Holding History

Massachusetts Financial Services’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
2017
Q4 		– Sell
-7,929
Closed -$341K – 862
2017
Q3 		$341K Sell
7,929
-118
-1% -$4.72K ﹤0.01% 819
2017
Q2 		$313K Buy
+8,047
New +$300K ﹤0.01% 833

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JP Morgan Chase
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Bank of America
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Ameriprise
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VOYA Investment Management
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services's MC Position: Q4 2017 in Review

Massachusetts Financial Services sold out of Moelis & Co (MC) in Q4 2017, closing a stake of 7,929 shares — an estimated $341K sold.

Massachusetts Financial Services first reported a position in MC in Q2 2017 and held it in 2 quarters. The position peaked at $341K in Q3 2017. 183 funds tracked by Wall St. Rank hold MC as of Q4 2017.

  • Massachusetts Financial Services reported no remaining Moelis & Co position as of Q4 2017 after selling out during the quarter.
  • Massachusetts Financial Services sold 7,929 Moelis & Co shares in Q4 2017, an estimated $341K.
  • Massachusetts Financial Services first reported a position in Moelis & Co in Q2 2017 and held it in 2 quarters.
  • Massachusetts Financial Services's Moelis & Co position peaked at $341K in Q3 2017.
  • 183 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2017.

Based on Massachusetts Financial Services's 13F filing for Q4 2017, filed 14 Feb 2018.