Annex Advisory Services’s Moody's MCO Stock Holding History

Annex Advisory Services’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
2017 Q2	–	Sell	-6,266	Closed	-$702K	–	128
2017 Q1	$702K	Buy	6,266 +382	+6%	+$41K	0.17%	61
2016 Q4	$555K	Sell	5,884 -489	-8%	-$49.4K	0.13%	68
2016 Q3	$690K	Buy	6,373 +52	+0.8%	+$5.47K	0.18%	51
2016 Q2	$592K	Sell	6,321 -157	-2%	-$15.2K	0.16%	58
2016 Q1	$625K	Buy	6,478 +332	+5%	+$29.8K	0.18%	53
2015 Q4	$617K	Buy	6,146 +618	+11%	+$61.9K	0.18%	53
2015 Q3	$543K	Buy	5,528 +1,304	+31%	+$139K	0.18%	49
2015 Q2	$456K	Buy	4,224 +950	+29%	+$102K	0.15%	54
2015 Q1	$340K	Buy	+3,274	New	+$316K	0.11%	66

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Annex Advisory Services's MCO Position: Q2 2017 in Review

Annex Advisory Services sold out of Moody's (MCO) in Q2 2017, closing a stake of 6,266 shares — an estimated $702K sold.

Annex Advisory Services first reported a position in MCO in Q1 2015 and held it in 9 quarters. The position peaked at $702K in Q1 2017. 546 funds tracked by Wall St. Rank hold MCO as of Q2 2017.

Annex Advisory Services reported no remaining Moody's position as of Q2 2017 after selling out during the quarter.
Annex Advisory Services sold 6,266 Moody's shares in Q2 2017, an estimated $702K.
Annex Advisory Services first reported a position in Moody's in Q1 2015 and held it in 9 quarters.
Annex Advisory Services's Moody's position peaked at $702K in Q1 2017.
546 funds tracked by Wall St. Rank held Moody's as of Q2 2017.

Based on Annex Advisory Services's 13F filing for Q2 2017, filed 4 Aug 2017.