Advisory Research’s Moody's MCO Stock Holding History

Advisory Research’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
2014 Q2	–	Sell	-874	Closed	-$69K	–	535
2014 Q1	$69K	Buy	+874	New	+$68.4K	﹤0.01%	570

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIFMU

Childrens Investment Fund Management (UK) London, United Kingdom $2.75B AUM 16.25% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisory Research's MCO Position: Q2 2014 in Review

Advisory Research sold out of Moody's (MCO) in Q2 2014, closing a stake of 874 shares — an estimated $69K sold.

Advisory Research first reported a position in MCO in Q1 2014 and held it in 1 quarter. The position peaked at $69K in Q1 2014. 450 funds tracked by Wall St. Rank hold MCO as of Q2 2014.

Advisory Research reported no remaining Moody's position as of Q2 2014 after selling out during the quarter.
Advisory Research sold 874 Moody's shares in Q2 2014, an estimated $69K.
Advisory Research first reported a position in Moody's in Q1 2014 and held it in 1 quarter.
Advisory Research's Moody's position peaked at $69K in Q1 2014.
450 funds tracked by Wall St. Rank held Moody's as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.