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 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

LCOV

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Rowland Carmichael Advisors's MC Position: Q4 2020 in Review

Rowland Carmichael Advisors held its Moelis & Co (MC) position steady in Q4 2020 at 12,460 shares worth $583K. The position accounts for 0.18% of the portfolio, ranked #127.

Rowland Carmichael Advisors first reported a position in MC in Q2 2019 and has held it in 7 quarters since. 227 funds tracked by Wall St. Rank hold MC as of Q4 2020.

Rowland Carmichael Advisors held 12,460 shares of Moelis & Co worth $583K as of Q4 2020.
Rowland Carmichael Advisors left its Moelis & Co share count unchanged in Q4 2020.
Moelis & Co made up 0.18% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #127 holding.
Rowland Carmichael Advisors first reported a position in Moelis & Co in Q2 2019 and has held it in 7 quarters since.
227 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.