RCA
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Rowland Carmichael Advisors’s Moelis & Co MC Stock Holding History

Rowland Carmichael 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
2020
Q4 		$583K Hold
12,460
– – 0.18% 127
2020
Q3 		$438K Hold
12,460
– – 0.17% 139
2020
Q2 		$388K Hold
12,460
– – 0.16% 149
2020
Q1 		$350K Buy
12,460
+1,818
+17% +$59.6K 0.18% 141
2019
Q4 		$340K Hold
10,642
– – 0.12% 203
2019
Q3 		$350K Hold
10,642
– – 0.12% 196
2019
Q2 		$372K Buy
+10,642
New +$385K 0.13% 176

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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return