Turner Investments’s Moelis & Co MC Stock Holding History

Turner Investments’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 Q2	–	Sell	-12,230	Closed	-$368K	–	336
2015 Q1	$368K	Buy	12,230 +9,960	+439%	+$314K	0.07%	259
2014 Q4	$79K	Sell	2,270 -20,600	-90%	-$681K	0.01%	453
2014 Q3	$781K	Buy	22,870 +1,790	+8%	+$60.5K	0.05%	371
2014 Q2	$708K	Buy	+21,080	New	+$639K	0.03%	406

Other funds holding MC

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

LCM

Lomas Capital Management New York $1.04B AUM 24.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Turner Investments's MC Position: Q2 2015 in Review

Turner Investments sold out of Moelis & Co (MC) in Q2 2015, closing a stake of 12,230 shares — an estimated $368K sold.

Turner Investments first reported a position in MC in Q2 2014 and held it in 4 quarters. The position peaked at $781K in Q3 2014. 84 funds tracked by Wall St. Rank hold MC as of Q2 2015.

Turner Investments reported no remaining Moelis & Co position as of Q2 2015 after selling out during the quarter.
Turner Investments sold 12,230 Moelis & Co shares in Q2 2015, an estimated $368K.
Turner Investments first reported a position in Moelis & Co in Q2 2014 and held it in 4 quarters.
Turner Investments's Moelis & Co position peaked at $781K in Q3 2014.
84 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2015.

Based on Turner Investments's 13F filing for Q2 2015, filed 12 Aug 2015.