Simplicity Solutions’s Moelis & Co MC Stock Holding History

Simplicity Solutions’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
2016 Q1	–	Sell	-31,124	Closed	-$908K	–	373
2015 Q4	$908K	Buy	+31,124	New	+$891K	0.11%	276

Other funds holding MC

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Simplicity Solutions's MC Position: Q1 2016 in Review

Simplicity Solutions sold out of Moelis & Co (MC) in Q1 2016, closing a stake of 31,124 shares — an estimated $908K sold.

Simplicity Solutions first reported a position in MC in Q4 2015 and held it in 1 quarter. The position peaked at $908K in Q4 2015. 95 funds tracked by Wall St. Rank hold MC as of Q1 2016.

Simplicity Solutions reported no remaining Moelis & Co position as of Q1 2016 after selling out during the quarter.
Simplicity Solutions sold 31,124 Moelis & Co shares in Q1 2016, an estimated $908K.
Simplicity Solutions first reported a position in Moelis & Co in Q4 2015 and held it in 1 quarter.
Simplicity Solutions's Moelis & Co position peaked at $908K in Q4 2015.
95 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2016.

Based on Simplicity Solutions's 13F filing for Q1 2016, filed 26 Apr 2016.