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Forward Management’s Moelis & Co MC Stock Holding History

Forward 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
2015
Q2 		– Sell
-13,400
Closed -$404K – 352
2015
Q1 		$404K Hold
13,400
– – 0.02% 256
2014
Q4 		$468K Buy
13,400
+5,900
+79% +$195K 0.03% 233
2014
Q3 		$256K Buy
+7,500
New +$254K 0.02% 284

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Vanguard Group
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Lord, Abbett & Co
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Wellington Management Group
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LCM
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return