Numeric Investors’s Moelis & Co MC Stock Holding History

Numeric Investors’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 Q2	–	Sell	-7,700	Closed	-$296K	–	1096
2017 Q1	$296K	Buy	+7,700	New	+$279K	﹤0.01%	903

Other funds holding MC

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

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Numeric Investors's MC Position: Q2 2017 in Review

Numeric Investors sold out of Moelis & Co (MC) in Q2 2017, closing a stake of 7,700 shares — an estimated $296K sold.

Numeric Investors first reported a position in MC in Q1 2017 and held it in 1 quarter. The position peaked at $296K in Q1 2017. 144 funds tracked by Wall St. Rank hold MC as of Q2 2017.

Numeric Investors reported no remaining Moelis & Co position as of Q2 2017 after selling out during the quarter.
Numeric Investors sold 7,700 Moelis & Co shares in Q2 2017, an estimated $296K.
Numeric Investors first reported a position in Moelis & Co in Q1 2017 and held it in 1 quarter.
Numeric Investors's Moelis & Co position peaked at $296K in Q1 2017.
144 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2017.

Based on Numeric Investors's 13F filing for Q2 2017, filed 14 Aug 2017.