Rehmann Capital Advisory Group’s Moelis & Co MC Stock Holding History

Rehmann Capital Advisory Group’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 Q3	$19.2K	Buy	585 +178	+44%	+$6.04K	﹤0.01%	883
2019 Q2	$14.2K	Hold	407	–	–	﹤0.01%	1240
2019 Q1	$16.9K	Hold	407	–	–	﹤0.01%	1171
2018 Q4	$14K	Hold	407	–	–	﹤0.01%	955
2018 Q3	$22.3K	Hold	407	–	–	﹤0.01%	1081
2018 Q2	$23.9K	Hold	407	–	–	﹤0.01%	1038
2018 Q1	$21K	Buy	+407	New	+$20.9K	﹤0.01%	1060

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

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

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

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

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

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

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

Rehmann Capital Advisory Group's MC Position: Q3 2019 in Review

Rehmann Capital Advisory Group increased its Moelis & Co (MC) stake by 44% in Q3 2019, buying an estimated $6.04K and bringing the position to 585 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #883.

Rehmann Capital Advisory Group first reported a position in MC in Q1 2018 and has held it in 7 quarters since. The position peaked at $23.9K in Q2 2018. 195 funds tracked by Wall St. Rank hold MC as of Q3 2019.

Rehmann Capital Advisory Group held 585 shares of Moelis & Co worth $19.2K as of Q3 2019.
Rehmann Capital Advisory Group bought 178 Moelis & Co shares in Q3 2019, an estimated $6.04K.
Moelis & Co made up ﹤0.01% of Rehmann Capital Advisory Group's portfolio in Q3 2019, its #883 holding.
Rehmann Capital Advisory Group first reported a position in Moelis & Co in Q1 2018 and has held it in 7 quarters since.
Rehmann Capital Advisory Group's Moelis & Co position peaked at $23.9K in Q2 2018.
195 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.