KBI Global Investors’s Moelis & Co MC Stock Holding History

KBI Global Investors’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
2016 Q2	$616K	Buy	+27,375	New	+$731K	0.02%	250

Other funds holding MC

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

PFMOSF

Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

KBI Global Investors's MC Position: Q2 2016 in Review

KBI Global Investors opened a new position in Moelis & Co (MC) in Q2 2016: 27,375 shares worth $616K. The stake represents 0.02% of the portfolio and ranks #250 among its holdings.

96 funds tracked by Wall St. Rank hold MC as of Q2 2016.

KBI Global Investors held 27,375 shares of Moelis & Co worth $616K as of Q2 2016.
Moelis & Co was a new KBI Global Investors position in Q2 2016.
Moelis & Co made up 0.02% of KBI Global Investors's portfolio in Q2 2016, its #250 holding.
96 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2016.

Based on KBI Global Investors's 13F filing for Q2 2016, filed 3 Aug 2016.