JIR
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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 – 740
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 – 748
2017
Q1 		$2.08M Buy
+54,087
New +$1.96M 0.06% 211

Other funds holding MC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return