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LMCG Investments’s Moelis & Co MC Stock Holding History

LMCG Investments’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
Q3 		$2.98M Buy
113,517
+43,316
+62% +$1.22M 0.06% 344
2015
Q2 		$2.02M Buy
70,201
+5,114
+8% +$149K 0.04% 362
2015
Q1 		$1.96M Buy
65,087
+24,216
+59% +$764K 0.04% 372
2014
Q4 		$1.43M Buy
+40,871
New +$1.35M 0.03% 369

Other funds holding MC

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
LCM
Lomas Capital Management New York $1.04B AUM 24.59% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return