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Vident Investment Advisory’s Moelis & Co MC Stock Holding History

Vident Investment Advisory’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
2019
Q1 		– Sell
-44,790
Closed -$1.54M – 779
2018
Q4 		$1.54M Sell
44,790
-39,649
-47% -$1.68M 0.09% 315
2018
Q3 		$4.63M Buy
84,439
+23,165
+38% +$1.36M 0.18% 89
2018
Q2 		$3.59M Buy
61,274
+918
+2% +$52.7K 0.14% 155
2018
Q1 		$3.22M Buy
60,356
+5,172
+9% +$265K 0.13% 207
2017
Q4 		$2.68M Buy
55,184
+3,366
+6% +$152K 0.12% 239
2017
Q3 		$2.23M Buy
+51,818
New +$2.07M 0.12% 270

Other funds holding MC

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Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HCM
Highline Capital Management New York $53.5M AUM 21.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vident Investment Advisory's MC Position: Q1 2019 in Review

Vident Investment Advisory sold out of Moelis & Co (MC) in Q1 2019, closing a stake of 44,790 shares — an estimated $1.54M sold.

Vident Investment Advisory first reported a position in MC in Q3 2017 and held it in 6 quarters. The position peaked at $4.63M in Q3 2018. 218 funds tracked by Wall St. Rank hold MC as of Q1 2019.

  • Vident Investment Advisory reported no remaining Moelis & Co position as of Q1 2019 after selling out during the quarter.
  • Vident Investment Advisory sold 44,790 Moelis & Co shares in Q1 2019, an estimated $1.54M.
  • Vident Investment Advisory first reported a position in Moelis & Co in Q3 2017 and held it in 6 quarters.
  • Vident Investment Advisory's Moelis & Co position peaked at $4.63M in Q3 2018.
  • 218 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2019.

Based on Vident Investment Advisory's 13F filing for Q1 2019, filed 8 May 2019.