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Travelers Companies’s Moelis & Co MC Stock Holding History

Travelers Companies’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
-201,947
Closed -$8.69M – 6
2017
Q3 		$8.69M Hold
201,947
– – 5.32% 8
2017
Q2 		$7.85M Hold
201,947
– – 2.91% 11
2017
Q1 		$7.78M Hold
201,947
– – 2.47% 11
2016
Q4 		$6.85M Hold
201,947
– – 2.13% 13
2016
Q3 		$5.43M Hold
201,947
– – 1.66% 14
2016
Q2 		$4.54M Hold
201,947
– – 1.41% 15
2016
Q1 		$5.7M Hold
201,947
– – 2.02% 14
2015
Q4 		$5.89M Hold
201,947
– – 2.03% 13
2015
Q3 		$5.3M Hold
201,947
– – 1.77% 12
2015
Q2 		$5.8M Buy
+201,947
New +$5.9M 1.53% 14

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Lord, Abbett & Co
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Travelers Companies's MC Position: Q4 2017 in Review

Travelers Companies sold out of Moelis & Co (MC) in Q4 2017, closing a stake of 201,947 shares — an estimated $8.69M sold.

Travelers Companies first reported a position in MC in Q2 2015 and held it in 10 quarters. The position peaked at $8.69M in Q3 2017. 183 funds tracked by Wall St. Rank hold MC as of Q4 2017.

  • Travelers Companies reported no remaining Moelis & Co position as of Q4 2017 after selling out during the quarter.
  • Travelers Companies sold 201,947 Moelis & Co shares in Q4 2017, an estimated $8.69M.
  • Travelers Companies first reported a position in Moelis & Co in Q2 2015 and held it in 10 quarters.
  • Travelers Companies's Moelis & Co position peaked at $8.69M in Q3 2017.
  • 183 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2017.

Based on Travelers Companies's 13F filing for Q4 2017, filed 14 Feb 2018.