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Advantage Investment Management’s Moody's MCO Stock Holding History

Advantage Investment Management’s Portfolio MCO Stock Details MCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-487
Closed -$46K – 938
2016
Q2 		$46K Buy
487
+34
+8% +$3.29K 0.02% 355
2016
Q1 		$44K Hold
453
– – 0.02% 350
2015
Q4 		$45K Sell
453
-4
-0.9% -$401 0.02% 350
2015
Q3 		$45K Sell
457
-32
-7% -$3.4K 0.03% 327
2015
Q2 		$53K Buy
+489
New +$52.6K 0.03% 333

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Advantage Investment Management's MCO Position: Q3 2016 in Review

Advantage Investment Management sold out of Moody's (MCO) in Q3 2016, closing a stake of 487 shares — an estimated $46K sold.

Advantage Investment Management first reported a position in MCO in Q2 2015 and held it in 5 quarters. The position peaked at $53K in Q2 2015. 545 funds tracked by Wall St. Rank hold MCO as of Q3 2016.

  • Advantage Investment Management reported no remaining Moody's position as of Q3 2016 after selling out during the quarter.
  • Advantage Investment Management sold 487 Moody's shares in Q3 2016, an estimated $46K.
  • Advantage Investment Management first reported a position in Moody's in Q2 2015 and held it in 5 quarters.
  • Advantage Investment Management's Moody's position peaked at $53K in Q2 2015.
  • 545 funds tracked by Wall St. Rank held Moody's as of Q3 2016.

Based on Advantage Investment Management's 13F filing for Q3 2016, filed 27 Mar 2017.