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AGF Investments Inc’s Moelis & Co MC Stock Holding History

AGF Investments Inc’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
Q3 		– Sell
-2,468
Closed -$145K – 354
2018
Q2 		$145K Sell
2,468
-457,430
-99% -$26.3M ﹤0.01% 335
2018
Q1 		$23.4M Sell
459,898
-64,169
-12% -$3.29M 0.25% 109
2017
Q4 		$25.4M Sell
524,067
-138,136
-21% -$6.24M 0.25% 116
2017
Q3 		$28.5M Buy
662,203
+98,617
+17% +$3.95M 0.31% 94
2017
Q2 		$21.9M Buy
+563,586
New +$21M 0.25% 113

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Vanguard Group
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BAMCO Inc
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AGF Investments Inc's MC Position: Q3 2018 in Review

AGF Investments Inc sold out of Moelis & Co (MC) in Q3 2018, closing a stake of 2,468 shares — an estimated $145K sold.

AGF Investments Inc first reported a position in MC in Q2 2017 and held it in 5 quarters. The position peaked at $28.5M in Q3 2017. 213 funds tracked by Wall St. Rank hold MC as of Q3 2018.

  • AGF Investments Inc reported no remaining Moelis & Co position as of Q3 2018 after selling out during the quarter.
  • AGF Investments Inc sold 2,468 Moelis & Co shares in Q3 2018, an estimated $145K.
  • AGF Investments Inc first reported a position in Moelis & Co in Q2 2017 and held it in 5 quarters.
  • AGF Investments Inc's Moelis & Co position peaked at $28.5M in Q3 2017.
  • 213 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2018.

Based on AGF Investments Inc's 13F filing for Q3 2018, filed 7 Nov 2018.