James Investment Research’s Moelis & Co MC Stock Holding History

James Investment Research’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
2019 Q2	–	Sell	-975	Closed	-$41K	–	739
2019 Q1	$41K	Sell	975 -3,745	-79%	-$160K	﹤0.01%	660
2018 Q4	$162K	Sell	4,720 -30,730	-87%	-$1.3M	0.01%	554
2018 Q3	$1.94M	Sell	35,450 -5,100	-13%	-$299K	0.08%	407
2018 Q2	$2.38M	Sell	40,550 -48,965	-55%	-$2.81M	0.09%	244
2018 Q1	$4.55M	Sell	89,515 -10,954	-11%	-$561K	0.17%	128
2017 Q4	$4.87M	Buy	100,469 +37,789	+60%	+$1.71M	0.17%	118
2017 Q3	$2.7M	Buy	+62,680	New	+$2.51M	0.09%	179
2017 Q2	–	Sell	-54,087	Closed	-$2.08M	–	747
2017 Q1	$2.08M	Buy	+54,087	New	+$1.96M	0.06%	211

Other funds holding MC

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

James Investment Research's MC Position: Q2 2019 in Review

James Investment Research sold out of Moelis & Co (MC) in Q2 2019, closing a stake of 975 shares — an estimated $41K sold.

James Investment Research first reported a position in MC in Q1 2017 and held it in 8 quarters. The position peaked at $4.87M in Q4 2017. 196 funds tracked by Wall St. Rank hold MC as of Q2 2019.

James Investment Research reported no remaining Moelis & Co position as of Q2 2019 after selling out during the quarter.
James Investment Research sold 975 Moelis & Co shares in Q2 2019, an estimated $41K.
James Investment Research first reported a position in Moelis & Co in Q1 2017 and held it in 8 quarters.
James Investment Research's Moelis & Co position peaked at $4.87M in Q4 2017.
196 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2019.

Based on James Investment Research's 13F filing for Q2 2019, filed 24 Jul 2019.