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Sheaff Brock Investment Advisors’s Moelis & Co MC Stock Holding History

Sheaff Brock Investment 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
2016
Q2 		– Sell
-7,400
Closed -$209K – 621
2016
Q1 		$209K Hold
7,400
– – 0.03% 480
2015
Q4 		$216K Buy
+7,400
New +$212K 0.02% 486

Other funds holding MC

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $1.56T AUM 27.86% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Sheaff Brock Investment Advisors's MC Position: Q2 2016 in Review

Sheaff Brock Investment Advisors sold out of Moelis & Co (MC) in Q2 2016, closing a stake of 7,400 shares — an estimated $209K sold.

Sheaff Brock Investment Advisors first reported a position in MC in Q4 2015 and held it in 2 quarters. The position peaked at $216K in Q4 2015. 96 funds tracked by Wall St. Rank hold MC as of Q2 2016.

  • Sheaff Brock Investment Advisors reported no remaining Moelis & Co position as of Q2 2016 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 7,400 Moelis & Co shares in Q2 2016, an estimated $209K.
  • Sheaff Brock Investment Advisors first reported a position in Moelis & Co in Q4 2015 and held it in 2 quarters.
  • Sheaff Brock Investment Advisors's Moelis & Co position peaked at $216K in Q4 2015.
  • 96 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2016.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2016, filed 5 Aug 2016.