New Found Gold Has Similarities to Kirkland Lake Gold . We do our best to track continuity of investments through acquisitions, and this will be reflected in Series A. F; G; I; CAD. Breakdown. Why invest in this fund? Fintel currently tracks over 9500 funds and over 63,000 securities traded worldwide. John Garrett Moelis Australia. REBEX - U.S. Small Cap Equity Fund Class E had filed a previous NPORT-P on June 12, 2020 disclosing -15,059 shares of Moelis & Co. at a value of $-449,812,000 USD. MC. Analyst Articles. for registration and will fill up soon, so sign up now! With full-text search, you can easily search across company filings to explore important topics. Information includes fund holdings, fund sentiment, financial data, and regulatory filings (including SEC, LSE, ASX, and SGX). shares of Moelis & Co. (US:MC) during the quarter. VCSLX - Small Cap Index Fund reports 12.91% increase in ownership of MC / Moelis & Co. 2020-10-27 - VCSLX - Small Cap Index Fund has filed a NPORT-P form disclosing ownership of 25,834 shares of Moelis & Co. (US:MC) with total holdings valued at $824,362 USD as of 2020-08-31. Major Holders Currency in USD. with total holdings valued at $824,362 USD as of 2020-08-31. VCSLX - Small Cap Index Fund had filed a previous NPORT-P on 2020-07-23 disclosing 13F Universe (Hedge Fund Holdings Tracker), MC / Moelis & Co. / BAMCO INC /NY/ - NONE Passive Investment, MC / Moelis & Co. / BlackRock Inc. 13F Universe (Hedge Fund Holdings Tracker), MC / Moelis & Co. / BAMCO INC /NY/ - NONE Passive Investment, MC / Moelis & Co. / BlackRock Inc. The Security, Class, and ID columns in the table below are shown exactly as filed by the investor. - Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 06)* Moelis & Company (Name of Issuer) Common Stock (Title of Class of Securities) 60786M105 (CUSIP Number) Calendar Year 2018 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to wh, us60786m1053041019.txt SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No: 4) Moelis & Co - (Name of Issuer) Class A Common Stock - (Title of Class of Securities) 60786M105 - (CUSIP Number) March 31, 2019 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to w, SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. Name Shares Held % Outstanding Change in Shares % of Assets As Of Date; American Funds Small Cap World Fund: 3.25M: 6.09%-69.93K: 0.25%: 03/31/20: Touchstone Mid Cap Fund Nothing on this website constitutes, or is meant to constitute, advice of any kind. is shown over time. Since that time, its share price has cratered from the low $60s to the low $30s, due to slowing revenues. Add to watchlist. The Security, Class, and ID columns in the table below are shown exactly as filed by the investor. Unconventional thinking on three conventional businesses. Currency in USD. Fintel currently tracks over 9500 funds and over 63,000 securities traded worldwide. Upgrade to unlock premium data and export to Excel . Vanguard Tax-Managed Small Cap , for example, isn't technically an index fund, but it qualifies as a passive investment. - SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2019-02-13 sec.gov that to calculate gross profit. Our focus is on thematic, industry-based research and forward looking stock specific coverage. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use Focused on small- and mid-capitalization U.S. companies. The Security, Class, and ID columns in the table below are shown exactly as filed by the investor. In addition to descriptive data, performance of the investment Research current and historical price charts, top holdings, management and full profile. © Copyright 2021 Moelis & Company. Need help or want to help improve Fintel? Toggle navigation Canadian Equity. is shown over time. - SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. Olivia is an equity analyst for the Lennox Small Companies Fund. All rights reserved. November 6, 2020. Passive Investment, MC / Moelis & Co. / Moelis Kenneth - SC 13G/A Passive Investment, Moelis & Company (MC) Investor Presentation - Slideshow - Moelis & Company (NYSE:MC) | Seeking Alpha, Moelis: A Speculative Buy At Current Prices. Description: Moelis & Company is a global independent investment bank that provides innovative, unconflicted strategic advice to a diverse client base. 2020-10-27 the table as changes in names and CUSIPs. Moelis Australia offers a Small Caps Fund that has been designed specifically for SIV investors. Tag: Moelis & Company. during the quarter. 4)* Moelis & Company (Name of Issuer) Class A Common Stock, par value $0.01 (Title of Class of Securities) 60786M (CUSIP Number) 2/14/2019 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursua, 2019-06-09 seekingalpha.com - 3 Moelis Australia. - VCSMX - Small Cap Fund has filed a NPORT-P form disclosing ownership of 43,721 See our Privacy Policy and Terms and Conditions. Message Board data supplied by SiliconInvestor . Contact us, Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. The Firm has been built on the premise of backing high caliber investment firms with products it believes can provide attractive risk adjusted returns for investors. IWM: iShares Russell 2000 ETF 1.33M IWO: iShares Russell 2000 Growth ETF 481.89K VB: Vanguard Small-Cap ETF 418.35K VBR: Vanguard Small-Cap Value ETF John Garrett Moelis Australia. VCSMX - Small Cap Fund reports 6.83% increase in ownership of MC / Moelis & Co. October 27, 2020 - VCSMX - Small Cap Fund has filed a NPORT-P form disclosing ownership of 43,721 shares of Moelis & Co. (US:MC) with total holdings valued at $1,395,137 USD as of August 31, 2020. This highly experienced team is primarily focused on small cap and mid cap industrial and real estate companies. Insider Roster. We do our best to track continuity of investments through acquisitions, and this will be reflected in 22,881 shares of Moelis & Co. at a value of $769,488,000 USD. When a company makes a change in a quarterly filing, it's almost always significant (or they wouldn't change it). Our Equities Sales team executes buy and sell orders on both the ASX and Chi-X on behalf of our clients and provides investment information and ideas to assist clients trade securities via the Moelis Australia platform. Dynamic Power Small Cap Fund. November 5, 2020. with total holdings valued at $1,395,137 USD as of 2020-08-31. This website is provided “as is” without any representations or warranties, express or implied. Invests in a concentrated portfolio of stable high-quality businesses that have the potential to outperform over time. © 2015-2020 Fintel Ventures LLC. If you require advice in relation to any financial matter you should consult an appropriate professional. Before joining Moelis Australia, Olivia worked as an equity research analyst for J.P. Morgan looking at transport, infrastructure and gaming stocks. Fintel highlights changes between quarterly and annual filings so these changes are easily spotted. 3 mis-priced yield plays. - Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. Fintel provides full-text document search of the entire SEC filings database. - us60786m1053041019.txt SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No: 4) Moelis & Co - (Name of Issuer) Class A Common Stock - (Title of Class of Securities) 60786M105 - (CUSIP Number) March 31, 2019 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to w, 2019-02-14 sec.gov Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently the table as changes in names and CUSIPs. Quarterly return is Gross Profit / Starting Portfolio value. Fintel makes no representations or warranties in relation to this website or the information and materials provided on this website. Summary; Chart; Conversations; Statistics ; Historical Data; Profile; Financials; Analysis; Options; Holders; Sustainability; Major Holders. Fintel® provides advanced research tools for data-driven investors 4)* Moelis & Company (Name of Issuer) Class A Common Stock, par value $0.01 (Title of Class of Securities) 60786M (CUSIP Number) 2/14/2019 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursua. Improve your mastery of Fintel and investing by attending a webinar. Transactions Displaying: Private Funds Advisory Clear all. Real-time pricing data supplied by IEX. This fund invests in established Canadian companies with a proven ability to grow earnings, and uses effective management of risk and return to adapt as market dynamics change. The portfolio manager aims to provide U.S. equity exposure with less volatility than the overall U.S. market. Our Equities Research team covers small cap industrial stocks and has the largest coverage of small cap real estate companies (including REITs) in Australia. FDSCX - Fidelity Stock Selector Small Cap Fund had filed a previous NPORT-P on June 17, 2020 disclosing 94,300 shares of Moelis & Co. at a value of $2,816,741,000 USD. ELASX - Emerald Small Cap Value Fund Class A ownership in MC / Moelis & Co. 2020-06-26 - ELASX - Emerald Small Cap Value Fund Class A has filed a NPORT-P form disclosing ownership of 976 shares of Moelis & Co. (US:MC) with total holdings valued at $29,153 USD as of 2020-04-30. Moelis & Company (MC) NYSE - NYSE Delayed Price. - Since that time, its share price has cratered from the low $60s to the low $30s, due to slowing revenues. In its 11 years of operation Armada has acquired assets across the hotel, office and retail real estate Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently Insider Transactions. 06)* Moelis & Company (Name of Issuer) Common Stock (Title of Class of Securities) 60786M105 (CUSIP Number) Calendar Year 2018 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to wh, 2019-04-10 sec.gov This website is provided “as is” without any representations or warranties, express or implied. Information includes fund holdings, fund sentiment, financial data, and regulatory filings (including SEC, LSE, ASX, and SGX). Nothing on this website constitutes, or is meant to constitute, advice of any kind. Passive Investment, MC / Moelis & Co. / Moelis Kenneth - SC 13G/A Passive Investment, Moelis & Company (MC) Investor Presentation - Slideshow - Moelis & Company (NYSE:MC) | Seeking Alpha, Moelis: A Speculative Buy At Current Prices. Holder Shares Date Reported % Out Value; Touchstone Funds Group Tr-Touchstone Mid-Cap Fd: 2,750,133: Sep 29, 2020: 4.96%: 96,639,673: JP Morgan Small Cap Equity Fund Fintel makes no representations or warranties in relation to this website or the information and materials provided on this website. This represents a change in shares of -31.81 percent and a change in value of -32.00 percent during the quarter. result in a cost basis of zero. VCSMX - Small Cap Fund had filed a previous NPORT-P on 2020-07-23 disclosing Balancing Investment 60% Moelis Australia offers a range of investment options for the balancing component of the SIV complying investment framework (60% or $3 million), including commercial property, corporate bonds and listed equities. Fintel® provides advanced research tools for data-driven investors Amelia has over 17 years’ experience including private investments focused on emerging and small to mid-cap companies covering a broad range of industry sectors. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use This represents a change in shares of 12.91 percent and a change in value of 7.15 percent RECOMMENDED FOR YOU. 4)* Moelis & Company (Name of Issuer) Class A Common Stock, par value $0.01 (Title of Class of Securities) 60786M (CUSIP Number) 2/14/2019 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursua. Moelis & Company is a global independent investment bank that provides financial advisory services to corporations, governments, and financial sponsors. 40,927 shares of Moelis & Co. at a value of $1,376,375,000 USD. 06)* Moelis & Company (Name of Issuer) Common Stock (Title of Class of Securities) 60786M105 (CUSIP Number) Calendar Year 2018 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to wh, 2019-04-10 sec.gov John Garrett Moelis Australia. - VCSLX - Small Cap Index Fund has filed a NPORT-P form disclosing ownership of 25,834 Fintel's full text document search is like Google search for the SEC database. Improve your mastery of Fintel and investing by attending a webinar. Need help or want to help improve Fintel? 06)* Moelis & Company (Name of Issuer) Common Stock (Title of Class of Securities) 60786M105 (CUSIP Number) Calendar Year 2018 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to wh, us60786m1053041019.txt SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No: 4) Moelis & Co - (Name of Issuer) Class A Common Stock - (Title of Class of Securities) 60786M105 - (CUSIP Number) March 31, 2019 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to w, SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 12 outstanding investment books. This represents a change in shares of 56.63 percent and a change in value of 56.35 percent during the quarter. 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