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USA Financial Formulas’s Moelis & Co MC Stock Holding History

USA Financial Formulas’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
2018
Q4 		– Sell
-6,440
Closed -$378K – 376
2018
Q3 		$378K Sell
6,440
-8,859
-58% -$520K 0.1% 169
2018
Q2 		$778K Sell
15,299
-43
-0.3% -$2.47K 0.19% 106
2018
Q1 		$780K Buy
+15,342
New +$786K 0.19% 109

Other funds holding MC

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

USA Financial Formulas's MC Position: Q4 2018 in Review

USA Financial Formulas sold out of Moelis & Co (MC) in Q4 2018, closing a stake of 6,440 shares — an estimated $378K sold.

USA Financial Formulas first reported a position in MC in Q1 2018 and held it in 3 quarters. The position peaked at $780K in Q1 2018. 221 funds tracked by Wall St. Rank hold MC as of Q4 2018.

  • USA Financial Formulas reported no remaining Moelis & Co position as of Q4 2018 after selling out during the quarter.
  • USA Financial Formulas sold 6,440 Moelis & Co shares in Q4 2018, an estimated $378K.
  • USA Financial Formulas first reported a position in Moelis & Co in Q1 2018 and held it in 3 quarters.
  • USA Financial Formulas's Moelis & Co position peaked at $780K in Q1 2018.
  • 221 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2018.

Based on USA Financial Formulas's 13F filing for Q4 2018, filed 14 Feb 2019.