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

AGF Investments LLC’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	-2,880	Closed	-$112K	–	781
2017 Q2	$112K	Buy	+2,880	New	+$107K	0.03%	216

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Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

AGF Investments LLC's MC Position: Q3 2017 in Review

AGF Investments LLC sold out of Moelis & Co (MC) in Q3 2017, closing a stake of 2,880 shares — an estimated $112K sold.

AGF Investments LLC first reported a position in MC in Q2 2017 and held it in 1 quarter. The position peaked at $112K in Q2 2017. 173 funds tracked by Wall St. Rank hold MC as of Q3 2017.

AGF Investments LLC reported no remaining Moelis & Co position as of Q3 2017 after selling out during the quarter.
AGF Investments LLC sold 2,880 Moelis & Co shares in Q3 2017, an estimated $112K.
AGF Investments LLC first reported a position in Moelis & Co in Q2 2017 and held it in 1 quarter.
AGF Investments LLC's Moelis & Co position peaked at $112K in Q2 2017.
173 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2017.

Based on AGF Investments LLC's 13F filing for Q3 2017, filed 9 Nov 2017.