Alpha Windward’s Moody's MCO Stock Holding History

Alpha Windward’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 Q4	–	Sell	-14	Closed	-$2K	–	438
2016 Q3	$2K	Hold	14	–	–	﹤0.01%	411
2016 Q2	$1K	Buy	+14	New	+$1.35K	﹤0.01%	403
2015 Q4	–	Sell	-14	Closed	-$1K	–	453
2015 Q3	$1K	Hold	14	–	–	﹤0.01%	420
2015 Q2	$2K	Buy	+14	New	+$1.51K	﹤0.01%	409
2013 Q4	–	Sell	-73	Closed	-$5K	–	412
2013 Q3	$5K	Hold	73	–	–	﹤0.01%	380
2013 Q2	$4K	Buy	+73	New	+$4.43K	﹤0.01%	373

Other funds holding MCO

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

BIT

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Alpha Windward's MCO Position: Q4 2016 in Review

Alpha Windward sold out of Moody's (MCO) in Q4 2016, closing a stake of 14 shares — an estimated $2K sold.

Alpha Windward first reported a position in MCO in Q2 2013 and held it in 6 quarters. The position peaked at $5K in Q3 2013. 561 funds tracked by Wall St. Rank hold MCO as of Q4 2016.

Alpha Windward reported no remaining Moody's position as of Q4 2016 after selling out during the quarter.
Alpha Windward sold 14 Moody's shares in Q4 2016, an estimated $2K.
Alpha Windward first reported a position in Moody's in Q2 2013 and held it in 6 quarters.
Alpha Windward's Moody's position peaked at $5K in Q3 2013.
561 funds tracked by Wall St. Rank held Moody's as of Q4 2016.

Based on Alpha Windward's 13F filing for Q4 2016, filed 24 Jan 2017.