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Nationwide Fund Advisors’s Moelis & Co MC Stock Holding History

Nationwide Fund 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
2017
Q4 		– Sell
-16,989
Closed -$731K – 1211
2017
Q3 		$731K Buy
16,989
+2,954
+21% +$118K ﹤0.01% 1980
2017
Q2 		$545K Buy
14,035
+1,598
+13% +$59.5K ﹤0.01% 2137
2017
Q1 		$479K Buy
12,437
+690
+6% +$25K ﹤0.01% 2179
2016
Q4 		$398K Sell
11,747
-450
-4% -$12.7K ﹤0.01% 2300
2016
Q3 		$328K Hold
12,197
– – ﹤0.01% 2382
2016
Q2 		$274K Sell
12,197
-8,888
-42% -$237K ﹤0.01% 2462
2016
Q1 		$595K Buy
21,085
+9,662
+85% +$248K ﹤0.01% 1995
2015
Q4 		$333K Buy
11,423
+201
+2% +$5.75K ﹤0.01% 2307
2015
Q3 		$295K Hold
11,222
– – ﹤0.01% 2376
2015
Q2 		$322K Buy
11,222
+5,806
+107% +$170K ﹤0.01% 2479
2015
Q1 		$163K Sell
5,416
-263
-5% -$8.3K ﹤0.01% 2793
2014
Q4 		$198K Hold
5,679
– – ﹤0.01% 2641
2014
Q3 		$194K Sell
5,679
-17,903
-76% -$605K ﹤0.01% 2705
2014
Q2 		$793K Buy
+23,582
New +$715K ﹤0.01% 2016

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
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

Nationwide Fund Advisors's MC Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Moelis & Co (MC) in Q4 2017, closing a stake of 16,989 shares — an estimated $731K sold.

Nationwide Fund Advisors first reported a position in MC in Q2 2014 and held it in 14 quarters. The position peaked at $793K in Q2 2014. 183 funds tracked by Wall St. Rank hold MC as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Moelis & Co position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 16,989 Moelis & Co shares in Q4 2017, an estimated $731K.
  • Nationwide Fund Advisors first reported a position in Moelis & Co in Q2 2014 and held it in 14 quarters.
  • Nationwide Fund Advisors's Moelis & Co position peaked at $793K in Q2 2014.
  • 183 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.