Raiff Partners’s Moelis & Co MC Stock Holding History

Raiff Partners’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	-40,000	Closed	-$1.54M	–	25
2017 Q1	$1.54M	Sell	40,000 -35,000	-47%	-$1.27M	3.67%	12
2016 Q4	$2.54M	Buy	+75,000	New	+$2.12M	6.23%	5

Other funds holding MC

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Raiff Partners's MC Position: Q2 2017 in Review

Raiff Partners sold out of Moelis & Co (MC) in Q2 2017, closing a stake of 40,000 shares — an estimated $1.54M sold.

Raiff Partners first reported a position in MC in Q4 2016 and held it in 2 quarters. The position peaked at $2.54M in Q4 2016. 144 funds tracked by Wall St. Rank hold MC as of Q2 2017.

Raiff Partners reported no remaining Moelis & Co position as of Q2 2017 after selling out during the quarter.
Raiff Partners sold 40,000 Moelis & Co shares in Q2 2017, an estimated $1.54M.
Raiff Partners first reported a position in Moelis & Co in Q4 2016 and held it in 2 quarters.
Raiff Partners's Moelis & Co position peaked at $2.54M in Q4 2016.
144 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2017.

Based on Raiff Partners's 13F filing for Q2 2017, filed 14 Aug 2017.