Robert N. Shapiro’s Moelis & Co MC Stock Holding History

Robert N. Shapiro’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
2014 Q4	–	Sell	-1,093	Closed	-$37K	–	890
2014 Q3	$37K	Buy	+1,093	New	+$37K	0.01%	527

Other funds holding MC

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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

LCM

Lomas Capital Management New York $1.04B AUM 24.59% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Robert N. Shapiro's MC Position: Q4 2014 in Review

Robert N. Shapiro sold out of Moelis & Co (MC) in Q4 2014, closing a stake of 1,093 shares — an estimated $37K sold.

Robert N. Shapiro first reported a position in MC in Q3 2014 and held it in 1 quarter. The position peaked at $37K in Q3 2014. 99 funds tracked by Wall St. Rank hold MC as of Q4 2014.

Robert N. Shapiro reported no remaining Moelis & Co position as of Q4 2014 after selling out during the quarter.
Robert N. Shapiro sold 1,093 Moelis & Co shares in Q4 2014, an estimated $37K.
Robert N. Shapiro first reported a position in Moelis & Co in Q3 2014 and held it in 1 quarter.
Robert N. Shapiro's Moelis & Co position peaked at $37K in Q3 2014.
99 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.