MOGY JOEL R INVESTMENT Overview
Mogy Joel R Investment Counsel Inc is an investment advisor that manages 798.4 MM dollars in regulatory AUM and has 10 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 06/30/17. The fund's latest filing disclosed 583MM in positions, representing 73% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/17. The fund's latest filing disclosed 583MM in positions, representing 73% of the manager's regulatory AUM.
MOGY JOEL R INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MOGY JOEL R INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.66% | Tech | 11.36% | -0.08% | 0 | 38% | ||
| BRK.B | 4.95% | Financials | 10.91% | 0.25% | 0 | 25% | ||
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FEATURED IN
MOGY JOEL R INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Joel R. Mogy | President, Director & Chief Compliance Officer | October-1980 |
MOGY JOEL R INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
MOGY JOEL R INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss 7
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MOGY JOEL R INVESTMENT Portfolio Concentration
MOGY JOEL R INVESTMENT Location
315 SOUTH BEVERLY DRIVE, SUITE 400
BEVERLY HILLS, California
UNITED STATES, 90212-4301
BEVERLY HILLS, California
UNITED STATES, 90212-4301
MOGY JOEL R INVESTMENT Contact Information
Phone Number: 310.552.0529
Fax Number: 310.552.0109
Website: http://www.mogy.com
Fax Number: 310.552.0109
Website: http://www.mogy.com
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