Wolverine Trading
MC icon

Wolverine Trading’s Moelis & Co MC Stock Holding History

Wolverine Trading’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
2025
Q3 		$426K Buy
5,900
+1,600
+37% +$114K ﹤0.01% 3891
2025
Q2 		$271K Buy
+4,300
New +$241K ﹤0.01% 3591
2021
Q1 		– Sell
-5,600
Closed -$260K – 6192
2020
Q4 		$260K Buy
+5,600
New +$225K ﹤0.01% 3924
2019
Q1 		– Sell
-50,200
Closed -$1.73M – 4972
2018
Q4 		$1.73M Sell
50,200
-700
-1% -$29.7K ﹤0.01% 1531
2018
Q3 		$2.79M Buy
+50,900
New +$2.99M 0.01% 1392
2018
Q1 		– Sell
-10,100
Closed -$490K – 5535
2017
Q4 		$490K Buy
+10,100
New +$456K ﹤0.01% 3020

Other funds holding MC

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wolverine Trading's MC Position: Q4 2019 in Review

Wolverine Trading sold out of Moelis & Co (MC) in Q4 2019, closing a stake of 7,864 shares — an estimated $256K sold.

Wolverine Trading first reported a position in MC in Q1 2017 and held it in 7 quarters. The position peaked at $794K in Q4 2017. 188 funds tracked by Wall St. Rank hold MC as of Q4 2019.

  • Wolverine Trading reported no remaining Moelis & Co position as of Q4 2019 after selling out during the quarter.
  • Wolverine Trading sold 7,864 Moelis & Co shares in Q4 2019, an estimated $256K.
  • Wolverine Trading first reported a position in Moelis & Co in Q1 2017 and held it in 7 quarters.
  • Wolverine Trading's Moelis & Co position peaked at $794K in Q4 2017.
  • 188 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2019.

Based on Wolverine Trading's 13F filing for Q4 2019, filed 12 Feb 2020.