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Aris Wealth Services’s Moody's MCO Stock Holding History

Aris Wealth 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
2015
Q3 		– Sell
-16
Closed -$2K – 453
2015
Q2 		$2K Hold
16
– – ﹤0.01% 464
2015
Q1 		$2K Buy
+16
New +$1.55K ﹤0.01% 478

Other funds holding MCO

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LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Aris Wealth Services's MCO Position: Q3 2015 in Review

Aris Wealth Services sold out of Moody's (MCO) in Q3 2015, closing a stake of 16 shares — an estimated $2K sold.

Aris Wealth Services first reported a position in MCO in Q1 2015 and held it in 2 quarters. The position peaked at $2K in Q2 2015. 518 funds tracked by Wall St. Rank hold MCO as of Q3 2015.

  • Aris Wealth Services reported no remaining Moody's position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 16 Moody's shares in Q3 2015, an estimated $2K.
  • Aris Wealth Services first reported a position in Moody's in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's Moody's position peaked at $2K in Q2 2015.
  • 518 funds tracked by Wall St. Rank held Moody's as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.