UBS’s Moelis & Co MC Stock Holding History

UBS’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 Q3	$635K	Buy	18,602 +4,558	+32%	+$154K	﹤0.01%	4039
2014 Q2	$472K	Buy	+14,044	New	+$426K	﹤0.01%	4279

Other funds holding MC

JP Morgan Chase New York $1.56T AUM 27.86% 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

WRF

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

LCM

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

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

CNA Financial Chicago, Illinois $235M AUM 3.39% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

UBS's MC Position: Q3 2014 in Review

UBS increased its Moelis & Co (MC) stake by 32% in Q3 2014, buying an estimated $154K and bringing the position to 18,602 shares worth $635K. The position accounts for ﹤0.01% of the portfolio, ranked #4039.

UBS first reported a position in MC in Q2 2014 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold MC as of Q3 2014.

UBS held 18,602 shares of Moelis & Co worth $635K as of Q3 2014.
UBS bought 4,558 Moelis & Co shares in Q3 2014, an estimated $154K.
Moelis & Co made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4039 holding.
UBS first reported a position in Moelis & Co in Q2 2014 and has held it in 2 quarters since.
59 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.