MOLONEY SECURITIES ASSET MANAGEMENT, LLC

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Moloney Securities Asset Management is based out of Manchester. Moloney Securities Asset Management is a large advisory firm with 2381 clients and discretionary assets under management (AUM) of $649,171,983 (Form ADV from 2019-08-01). Their last reported 13F filing for Q2 2020 included $343,624,000 in managed 13F securities and a top 10 holdings concentration of 19.51%. Moloney Securities Asset Management's largest holding is Microsoft Corp. with shares held of 61,084. Moloney Securities Asset Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 15 13F filings

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06/30/2020

13F Activity

  • Market Value $343.746 Million
  • Prior Market Value $279.009 Million
  • New Purchases58 stocks
  • Additional Purchases132 stocks
  • Sold out of33 stocks
  • Reduced holdings in92 stocks
  • Top 10 Holdings % 19.50 %
  • Turnover % [1]:29.64%
  • Turnover Alt % [2]: 12.51 %
  • Time Held Top20:6.60 quarters
  • Time Held Top10:6.90 quarters
  • Time Held All:8.37 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 21.73%
Performance Last 4 Quarters: -2.5%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

MOLONEY SECURITIES ASSET MANAGEMENT LLC
13537 BARRETT PARKWAY DRIVE, SUITE 300
MANCHESTER MO    63021
Country: United States

Business Phone: (314) 909-0600
Fax: 314-909-0606
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MO
Number of employees: 94
Other Business Activities: broker-dealer,insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,Commissions
Amount of client funds and securities: 1,800,740
Total Number of Clients: 2381
Amount of client funds and securities by related persons: 1,590,090
Total Number of clients from related persons: 3
Disclosures: 11.C (2),11.C (4),11.C (5),11.D (1),11.D (2)
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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MOLONEY SECURITIES ASSET MANAGEMENT LLC

ownership team - last updated 2020-06-30
Name Title Start Date Direct/Indirect % Ownership
BRIAR GREEN HOLDINGS, INC. MANAGING MEMBER 12/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
MOLONEY SECURITIES CO., INC. OWNER direct 2015-07-01
MOLONEY INVESTMENT ADVISORY LLC OWNER direct 2015-07-01
MOLONEY INVESTMENT ADVISORY LLC MANAGING MEMBER direct 2015-10-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC OWNER direct 2015-07-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC MANAGING MEMBER direct 2015-12-01
ROSEMAN, JEFFREY, PATRICK CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER & VICE PRESIDENT 05/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOLONEY INVESTMENT ADVISORY LLC VICE PRESIDENT & COMPLIANCE OFFICER direct 2016-05-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC CHIEF COMPLIANCE OFFICER & VICE PRESIDENT direct 2016-05-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC VICE PRESIDENT & COMPLIANCE OFFICER direct 2016-05-01
HANCOCK, DONALD, RALPH CHIEF EXECUTIVE OFFICER 10/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOLONEY SECURITIES CO., INC. EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER direct 2010-12-01
MOLONEY SECURITIES CO., INC. EXECUTIVE VICE PRESIDENT, NATIONAL SALES MANAGER direct 2010-12-01
MOLONEY SECURITIES CO., INC. CHIEF EXECUTIVE OFFICER,CHIEF FINANCIAL OFFICER direct 2014-01-01
MOLONEY SECURITIES CO., INC. CHIEF EXECUTIVE OFFICER,CHIEF FINANCIAL OFFICER, CHAIRMAN direct 2014-01-01
HANCOCK INVESTMENT ADVISORS, LLC SHAREHOLDER indirect 2001-06-01
HANCOCK INVESTMENT ADVISORS, LLC PRESIDENT direct 2001-06-01
HANCOCK INVESTMENT ADVISORS, LLC OFFICER, PRESIDENT, SHAREHOLDER indirect 2001-06-01
HANCOCK INSTITUTIONAL ADVISORS, LLC SHAREHOLDER indirect 2001-06-01
HANCOCK INSTITUTIONAL ADVISORS, LLC PRESIDENT direct 2008-12-01
MOLONEY INVESTMENT ADVISORY LLC CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHAIRMAN direct 2014-01-01
MOLONEY INVESTMENT ADVISORY LLC CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER direct 2014-01-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC CHIEF EXECUTIVE OFFICER & CHIEF FINANCIAL OFFICER, CHAIRMAN direct 2014-01-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC CHIEF EXECUTIVE OFFICER & CHIEF FINANCIAL OFFICER direct 2014-01-01
MOLONEY, SUSAN, ROTH TRUSTEE E.J. MOLONEY MARITAL TRUST, U/A/D 9/21/11 07/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
MOLONEY SECURITIES CO., INC. INVESTOR indirect 2014-07-01
MOLONEY SECURITIES CO., INC. TRUSTEE direct 2014-07-01
MOLONEY INVESTMENT ADVISORY LLC TRUSTEE indirect 2014-07-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC TRUSTEE indirect 2014-07-01
E.J. MOLONEY MARITAL TRUST, U/A/D 9/21/11 SHAREHOLDER BRIAR GREEN HOLDINGS, INC. 07/01/2015 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
MOLONEY SECURITIES CO., INC. INVESTOR direct 2014-07-01
MOLONEY INVESTMENT ADVISORY LLC SHAREHOLDER indirect 2015-07-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC SHAREHOLDER indirect 2015-07-01

MOLONEY SECURITIES ASSET MANAGEMENT LLC

ownership team - last updated 2020-02-14
Name Title Start Date Direct/Indirect % Ownership

MOLONEY SECURITIES ASSET MANAGEMENT LLC

ownership team - last updated 2019-10-23
Name Title Start Date Direct/Indirect % Ownership
BRIAR GREEN HOLDINGS, INC. MANAGING MEMBER 12/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
MOLONEY SECURITIES CO., INC. OWNER direct 2015-07-01
MOLONEY INVESTMENT ADVISORY LLC OWNER direct 2015-07-01
MOLONEY INVESTMENT ADVISORY LLC MANAGING MEMBER direct 2015-10-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC OWNER direct 2015-07-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC MANAGING MEMBER direct 2015-12-01
ROSEMAN, JEFFREY, PATRICK CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER & VICE PRESIDENT 05/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOLONEY INVESTMENT ADVISORY LLC VICE PRESIDENT & COMPLIANCE OFFICER direct 2016-05-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC CHIEF COMPLIANCE OFFICER & VICE PRESIDENT direct 2016-05-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC VICE PRESIDENT & COMPLIANCE OFFICER direct 2016-05-01
HANCOCK, DONALD, RALPH CHIEF EXECUTIVE OFFICER 10/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOLONEY SECURITIES CO., INC. EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER direct 2010-12-01
MOLONEY SECURITIES CO., INC. EXECUTIVE VICE PRESIDENT, NATIONAL SALES MANAGER direct 2010-12-01
MOLONEY SECURITIES CO., INC. CHIEF EXECUTIVE OFFICER,CHIEF FINANCIAL OFFICER direct 2014-01-01
MOLONEY SECURITIES CO., INC. CHIEF EXECUTIVE OFFICER,CHIEF FINANCIAL OFFICER, CHAIRMAN direct 2014-01-01
HANCOCK INVESTMENT ADVISORS, LLC SHAREHOLDER indirect 2001-06-01
HANCOCK INVESTMENT ADVISORS, LLC PRESIDENT direct 2001-06-01
HANCOCK INVESTMENT ADVISORS, LLC OFFICER, PRESIDENT, SHAREHOLDER indirect 2001-06-01
HANCOCK INSTITUTIONAL ADVISORS, LLC SHAREHOLDER indirect 2001-06-01
HANCOCK INSTITUTIONAL ADVISORS, LLC PRESIDENT direct 2008-12-01
MOLONEY INVESTMENT ADVISORY LLC CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHAIRMAN direct 2014-01-01
MOLONEY INVESTMENT ADVISORY LLC CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER direct 2014-01-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC CHIEF EXECUTIVE OFFICER & CHIEF FINANCIAL OFFICER, CHAIRMAN direct 2014-01-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC CHIEF EXECUTIVE OFFICER & CHIEF FINANCIAL OFFICER direct 2014-01-01
MOLONEY, SUSAN, ROTH TRUSTEE E.J. MOLONEY MARITAL TRUST, U/A/D 9/21/11 07/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
MOLONEY SECURITIES CO., INC. INVESTOR indirect 2014-07-01
MOLONEY SECURITIES CO., INC. TRUSTEE direct 2014-07-01
MOLONEY INVESTMENT ADVISORY LLC TRUSTEE indirect 2014-07-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC TRUSTEE indirect 2014-07-01
E.J. MOLONEY MARITAL TRUST, U/A/D 9/21/11 SHAREHOLDER BRIAR GREEN HOLDINGS, INC. 07/01/2015 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
MOLONEY SECURITIES CO., INC. INVESTOR direct 2014-07-01
MOLONEY INVESTMENT ADVISORY LLC SHAREHOLDER indirect 2015-07-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC SHAREHOLDER indirect 2015-07-01

MOLONEY SECURITIES ASSET MANAGEMENT LLC

ownership team - last updated 2019-08-29
Name Title Start Date Direct/Indirect % Ownership
WRISBERG, CATHLEEN, ANNE GENERAL COUNSEL 07/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOLONEY SECURITIES CO., INC. CHIEF COMPLIANCE OFFICER & COUNSEL direct 2015-07-01
MOLONEY INVESTMENT ADVISORY LLC CHIEF COMPLIANCE OFFICER & COUNSEL direct 2015-07-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC GENERAL COUNSEL direct 2015-07-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC CHIEF COMPLIANCE OFFICER & COUNSEL direct 2015-07-01
BRIAR GREEN HOLDINGS, INC. MANAGING MEMBER 12/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
MOLONEY SECURITIES CO., INC. OWNER direct 2015-07-01
MOLONEY INVESTMENT ADVISORY LLC OWNER direct 2015-07-01
MOLONEY INVESTMENT ADVISORY LLC MANAGING MEMBER direct 2015-10-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC OWNER direct 2015-07-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC MANAGING MEMBER direct 2015-12-01
ROSEMAN, JEFFREY, PATRICK CHIEF COMPLIANCE OFFICER & VICE PRESIDENT 05/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOLONEY INVESTMENT ADVISORY LLC VICE PRESIDENT & COMPLIANCE OFFICER direct 2016-05-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC CHIEF COMPLIANCE OFFICER & VICE PRESIDENT direct 2016-05-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC VICE PRESIDENT & COMPLIANCE OFFICER direct 2016-05-01
MOLONEY, SUSAN, ROTH TRUSTEE E.J. MOLONEY MARITAL TRUST, U/A/D 9/21/11 07/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
MOLONEY SECURITIES CO., INC. INVESTOR indirect 2014-07-01
MOLONEY SECURITIES CO., INC. TRUSTEE direct 2014-07-01
MOLONEY INVESTMENT ADVISORY LLC TRUSTEE indirect 2014-07-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC TRUSTEE indirect 2014-07-01
E.J. MOLONEY MARITAL TRUST, U/A/D 9/21/11 SHAREHOLDER BRIAR GREEN HOLDINGS, INC. 07/01/2015 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
MOLONEY SECURITIES CO., INC. INVESTOR direct 2014-07-01
MOLONEY INVESTMENT ADVISORY LLC SHAREHOLDER indirect 2015-07-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC SHAREHOLDER indirect 2015-07-01

MOLONEY SECURITIES ASSET MANAGEMENT LLC

ownership team - last updated 2019-03-08
Name Title Start Date Direct/Indirect % Ownership
WRISBERG, CATHLEEN, ANNE GENERAL COUNSEL 07/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOLONEY SECURITIES CO., INC. CHIEF COMPLIANCE OFFICER & COUNSEL direct 2015-07-01
MOLONEY INVESTMENT ADVISORY LLC CHIEF COMPLIANCE OFFICER & COUNSEL direct 2015-07-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC GENERAL COUNSEL direct 2015-07-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC CHIEF COMPLIANCE OFFICER & COUNSEL direct 2015-07-01
BRIAR GREEN HOLDINGS, INC. MANAGING MEMBER 12/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
MOLONEY SECURITIES CO., INC. OWNER direct 2015-07-01
MOLONEY INVESTMENT ADVISORY LLC OWNER direct 2015-07-01
MOLONEY INVESTMENT ADVISORY LLC MANAGING MEMBER direct 2015-10-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC OWNER direct 2015-07-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC MANAGING MEMBER direct 2015-12-01
ROSEMAN, JEFFREY, PATRICK CHIEF COMPLIANCE OFFICER & VICE PRESIDENT 05/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOLONEY INVESTMENT ADVISORY LLC VICE PRESIDENT & COMPLIANCE OFFICER direct 2016-05-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC CHIEF COMPLIANCE OFFICER & VICE PRESIDENT direct 2016-05-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC VICE PRESIDENT & COMPLIANCE OFFICER direct 2016-05-01
MOLONEY, SUSAN, ROTH TRUSTEE E.J. MOLONEY MARITAL TRUST, U/A/D 9/21/11 07/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
MOLONEY SECURITIES CO., INC. INVESTOR indirect 2014-07-01
MOLONEY SECURITIES CO., INC. TRUSTEE direct 2014-07-01
MOLONEY INVESTMENT ADVISORY LLC TRUSTEE indirect 2014-07-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC TRUSTEE indirect 2014-07-01
E.J. MOLONEY MARITAL TRUST, U/A/D 9/21/11 SHAREHOLDER BRIAR GREEN HOLDINGS, INC. 07/01/2015 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
MOLONEY SECURITIES CO., INC. INVESTOR direct 2014-07-01
MOLONEY INVESTMENT ADVISORY LLC SHAREHOLDER indirect 2015-07-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC SHAREHOLDER indirect 2015-07-01

MOLONEY SECURITIES ASSET MANAGEMENT LLC

ownership team - last updated 2018-11-09
Name Title Start Date Direct/Indirect % Ownership
WRISBERG, CATHLEEN, ANNE GENERAL COUNSEL 07/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOLONEY SECURITIES CO., INC. CHIEF COMPLIANCE OFFICER & COUNSEL direct 2015-07-01
MOLONEY INVESTMENT ADVISORY LLC CHIEF COMPLIANCE OFFICER & COUNSEL direct 2015-07-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC GENERAL COUNSEL direct 2015-07-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC CHIEF COMPLIANCE OFFICER & COUNSEL direct 2015-07-01
BRIAR GREEN HOLDINGS, INC. MANAGING MEMBER 12/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
MOLONEY SECURITIES CO., INC. OWNER direct 2015-07-01
MOLONEY INVESTMENT ADVISORY LLC OWNER direct 2015-07-01
MOLONEY INVESTMENT ADVISORY LLC MANAGING MEMBER direct 2015-10-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC OWNER direct 2015-07-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC MANAGING MEMBER direct 2015-12-01
ROSEMAN, JEFFREY, PATRICK CHIEF COMPLIANCE OFFICER & VICE PRESIDENT 05/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOLONEY INVESTMENT ADVISORY LLC VICE PRESIDENT & COMPLIANCE OFFICER direct 2016-05-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC CHIEF COMPLIANCE OFFICER & VICE PRESIDENT direct 2016-05-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC VICE PRESIDENT & COMPLIANCE OFFICER direct 2016-05-01
MOLONEY, SUSAN, ROTH TRUSTEE E.J. MOLONEY MARITAL TRUST, U/A/D 9/21/11 07/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
MOLONEY SECURITIES CO., INC. INVESTOR indirect 2014-07-01
MOLONEY SECURITIES CO., INC. TRUSTEE direct 2014-07-01
MOLONEY INVESTMENT ADVISORY LLC TRUSTEE indirect 2014-07-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC TRUSTEE indirect 2014-07-01
E.J. MOLONEY MARITAL TRUST, U/A/D 9/21/11 SHAREHOLDER BRIAR GREEN HOLDINGS, INC. 07/01/2015 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
MOLONEY SECURITIES CO., INC. INVESTOR direct 2014-07-01
MOLONEY INVESTMENT ADVISORY LLC SHAREHOLDER indirect 2015-07-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC SHAREHOLDER indirect 2015-07-01

MOLONEY SECURITIES ASSET MANAGEMENT LLC

ownership team - last updated 2018-05-31
Name Title Start Date Direct/Indirect % Ownership
WRISBERG, CATHLEEN, ANNE GENERAL COUNSEL 07/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOLONEY SECURITIES CO., INC. CHIEF COMPLIANCE OFFICER & COUNSEL direct 2015-07-01
MOLONEY INVESTMENT ADVISORY LLC CHIEF COMPLIANCE OFFICER & COUNSEL direct 2015-07-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC GENERAL COUNSEL direct 2015-07-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC CHIEF COMPLIANCE OFFICER & COUNSEL direct 2015-07-01
BRIAR GREEN HOLDINGS, INC. MANAGING MEMBER 12/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
MOLONEY SECURITIES CO., INC. OWNER direct 2015-07-01
MOLONEY INVESTMENT ADVISORY LLC OWNER direct 2015-07-01
MOLONEY INVESTMENT ADVISORY LLC MANAGING MEMBER direct 2015-10-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC OWNER direct 2015-07-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC MANAGING MEMBER direct 2015-12-01
ROSEMAN, JEFFREY, PATRICK CHIEF COMPLIANCE OFFICER & VICE PRESIDENT 05/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOLONEY INVESTMENT ADVISORY LLC VICE PRESIDENT & COMPLIANCE OFFICER direct 2016-05-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC CHIEF COMPLIANCE OFFICER & VICE PRESIDENT direct 2016-05-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC VICE PRESIDENT & COMPLIANCE OFFICER direct 2016-05-01
MOLONEY, SUSAN, ROTH TRUSTEE E.J. MOLONEY MARITAL TRUST, U/A/D 9/21/11 07/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
MOLONEY SECURITIES CO., INC. INVESTOR indirect 2014-07-01
MOLONEY SECURITIES CO., INC. TRUSTEE direct 2014-07-01
MOLONEY INVESTMENT ADVISORY LLC TRUSTEE indirect 2014-07-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC TRUSTEE indirect 2014-07-01
E.J. MOLONEY MARITAL TRUST, U/A/D 9/21/11 SHAREHOLDER BRIAR GREEN HOLDINGS, INC. 07/01/2015 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
MOLONEY SECURITIES CO., INC. INVESTOR direct 2014-07-01
MOLONEY INVESTMENT ADVISORY LLC SHAREHOLDER indirect 2015-07-01
MOLONEY SECURITIES ASSET MANAGEMENT LLC SHAREHOLDER indirect 2015-07-01

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