Avantax Planning Partners’s Moody's MCO Stock Holding History

Avantax Planning Partners’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	-61	Closed	-$10K	–	955
2018 Q1	$10K	Buy	+61	New	+$9.88K	﹤0.01%	1055

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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Avantax Planning Partners's MCO Position: Q2 2018 in Review

Avantax Planning Partners sold out of Moody's (MCO) in Q2 2018, closing a stake of 61 shares — an estimated $10K sold.

Avantax Planning Partners first reported a position in MCO in Q1 2018 and held it in 1 quarter. The position peaked at $10K in Q1 2018. 680 funds tracked by Wall St. Rank hold MCO as of Q2 2018.

Avantax Planning Partners reported no remaining Moody's position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 61 Moody's shares in Q2 2018, an estimated $10K.
Avantax Planning Partners first reported a position in Moody's in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's Moody's position peaked at $10K in Q1 2018.
680 funds tracked by Wall St. Rank held Moody's as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.