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R&F Capital Advisors’s Moelis & Co MC Stock Holding History

R&F Capital Advisors’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
2017
Q1 		$226K Buy
+5,868
New +$213K 0.06% 513

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

R&F Capital Advisors's MC Position: Q1 2017 in Review

R&F Capital Advisors opened a new position in Moelis & Co (MC) in Q1 2017: 5,868 shares worth $226K. The stake represents 0.06% of the portfolio and ranks #513 among its holdings.

128 funds tracked by Wall St. Rank hold MC as of Q1 2017.

  • R&F Capital Advisors held 5,868 shares of Moelis & Co worth $226K as of Q1 2017.
  • Moelis & Co was a new R&F Capital Advisors position in Q1 2017.
  • Moelis & Co made up 0.06% of R&F Capital Advisors's portfolio in Q1 2017, its #513 holding.
  • 128 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.