AIM
MCO icon

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

Assured 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
2018
Q2 		– Sell
-10,150
Closed -$1.64M – 1259
2018
Q1 		$1.64M Buy
10,150
+6,473
+176% +$1.05M 0.04% 394
2017
Q4 		$543K Buy
+3,677
New +$539K 0.01% 469
2016
Q2 		– Sell
-2,179
Closed -$210K – 639
2016
Q1 		$210K Buy
+2,179
New +$196K ﹤0.01% 480

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Assured Investment Management's MCO Position: Q2 2018 in Review

Assured Investment Management sold out of Moody's (MCO) in Q2 2018, closing a stake of 10,150 shares — an estimated $1.64M sold.

Assured Investment Management first reported a position in MCO in Q1 2016 and held it in 3 quarters. The position peaked at $1.64M in Q1 2018. 680 funds tracked by Wall St. Rank hold MCO as of Q2 2018.

  • Assured Investment Management reported no remaining Moody's position as of Q2 2018 after selling out during the quarter.
  • Assured Investment Management sold 10,150 Moody's shares in Q2 2018, an estimated $1.64M.
  • Assured Investment Management first reported a position in Moody's in Q1 2016 and held it in 3 quarters.
  • Assured Investment Management's Moody's position peaked at $1.64M in Q1 2018.
  • 680 funds tracked by Wall St. Rank held Moody's as of Q2 2018.

Based on Assured Investment Management's 13F filing for Q2 2018, filed 13 Aug 2018.