MUFG Securities EMEA’s Moelis & Co MC Stock Holding History

MUFG Securities EMEA’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	-42,000	Closed	-$2.3M	–	603
2018 Q3	$2.3M	Buy	+42,000	New	+$2.46M	0.03%	223

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

MUFG Securities EMEA's MC Position: Q4 2018 in Review

MUFG Securities EMEA sold out of Moelis & Co (MC) in Q4 2018, closing a stake of 42,000 shares — an estimated $2.3M sold.

MUFG Securities EMEA first reported a position in MC in Q3 2018 and held it in 1 quarter. The position peaked at $2.3M in Q3 2018. 221 funds tracked by Wall St. Rank hold MC as of Q4 2018.

MUFG Securities EMEA reported no remaining Moelis & Co position as of Q4 2018 after selling out during the quarter.
MUFG Securities EMEA sold 42,000 Moelis & Co shares in Q4 2018, an estimated $2.3M.
MUFG Securities EMEA first reported a position in Moelis & Co in Q3 2018 and held it in 1 quarter.
MUFG Securities EMEA's Moelis & Co position peaked at $2.3M in Q3 2018.
221 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2018.

Based on MUFG Securities EMEA's 13F filing for Q4 2018, filed 14 Feb 2019.