SIM
MC icon

Strategic Investment Management’s Moelis & Co MC Stock Holding History

Strategic Investment Management’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
2015
Q1 		– Sell
-6,000
Closed -$209K – 125
2014
Q4 		$209K Buy
+6,000
New +$198K 0.06% 73

Other funds holding MC

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LCM
Lomas Capital Management New York $1.04B AUM 24.59% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Strategic Investment Management's MC Position: Q1 2015 in Review

Strategic Investment Management sold out of Moelis & Co (MC) in Q1 2015, closing a stake of 6,000 shares — an estimated $209K sold.

Strategic Investment Management first reported a position in MC in Q4 2014 and held it in 1 quarter. The position peaked at $209K in Q4 2014. 93 funds tracked by Wall St. Rank hold MC as of Q1 2015.

  • Strategic Investment Management reported no remaining Moelis & Co position as of Q1 2015 after selling out during the quarter.
  • Strategic Investment Management sold 6,000 Moelis & Co shares in Q1 2015, an estimated $209K.
  • Strategic Investment Management first reported a position in Moelis & Co in Q4 2014 and held it in 1 quarter.
  • Strategic Investment Management's Moelis & Co position peaked at $209K in Q4 2014.
  • 93 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2015.

Based on Strategic Investment Management's 13F filing for Q1 2015, filed 14 May 2015.