AIM
MC icon

Acrospire Investment Management’s Moelis & Co MC Stock Holding History

Acrospire Investment Management’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
Q3 		– Sell
-1,400
Closed -$54K – 835
2017
Q2 		$54K Sell
1,400
-300
-18% -$11.2K 0.05% 781
2017
Q1 		$65K Sell
1,700
-300
-15% -$10.9K 0.05% 700
2016
Q4 		$68K Buy
2,000
+100
+5% +$2.82K 0.03% 1194
2016
Q3 		$51K Buy
1,900
+200
+12% +$5.14K 0.03% 1061
2016
Q2 		$38K Sell
1,700
-300
-15% -$8.01K 0.03% 1254
2016
Q1 		$56K Buy
+2,000
New +$51.2K 0.04% 830

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Acrospire Investment Management's MC Position: Q3 2017 in Review

Acrospire Investment Management sold out of Moelis & Co (MC) in Q3 2017, closing a stake of 1,400 shares — an estimated $54K sold.

Acrospire Investment Management first reported a position in MC in Q1 2016 and held it in 6 quarters. The position peaked at $68K in Q4 2016. 173 funds tracked by Wall St. Rank hold MC as of Q3 2017.

  • Acrospire Investment Management reported no remaining Moelis & Co position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 1,400 Moelis & Co shares in Q3 2017, an estimated $54K.
  • Acrospire Investment Management first reported a position in Moelis & Co in Q1 2016 and held it in 6 quarters.
  • Acrospire Investment Management's Moelis & Co position peaked at $68K in Q4 2016.
  • 173 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.