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 12/31/18. The fund's latest filing disclosed 644MM in positions, representing 81% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/18. The fund's latest filing disclosed 644MM in positions, representing 81% of the manager's regulatory AUM.
MOGY JOEL R INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
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 | ||
|---|---|---|---|---|---|---|---|---|
| BRK.B | 5.45% | Financials | -0.45% | -0.56% | 0 | 34% | ||
| AAPL | 5.44% | Tech | 19.8% | 0.02% | 0 | 46% | ||
|
Unlock Positions and Returns Details |
||||||||
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
Item 9. ...
Unlock Full Investment Process Description
Item 9. ...
Unlock Full Investment Process Description
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
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here