Avondale Wealth Management’s Moody's MCO Stock Holding History

Avondale Wealth 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
2019 Q2	–	Sell	-70	Closed	-$13K	–	115
2019 Q1	$13K	Hold	70	–	–	0.01%	92
2018 Q4	$10K	Hold	70	–	–	0.01%	97
2018 Q3	$12K	Hold	70	–	–	0.01%	83
2018 Q2	$12K	Hold	70	–	–	0.01%	82
2018 Q1	$11K	Hold	70	–	–	0.01%	88
2017 Q4	$10K	Buy	+70	New	+$10.3K	0.01%	96

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

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

ACM

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Avondale Wealth Management's MCO Position: Q2 2019 in Review

Avondale Wealth Management sold out of Moody's (MCO) in Q2 2019, closing a stake of 70 shares — an estimated $13K sold.

Avondale Wealth Management first reported a position in MCO in Q4 2017 and held it in 6 quarters. The position peaked at $13K in Q1 2019. 721 funds tracked by Wall St. Rank hold MCO as of Q2 2019.

Avondale Wealth Management reported no remaining Moody's position as of Q2 2019 after selling out during the quarter.
Avondale Wealth Management sold 70 Moody's shares in Q2 2019, an estimated $13K.
Avondale Wealth Management first reported a position in Moody's in Q4 2017 and held it in 6 quarters.
Avondale Wealth Management's Moody's position peaked at $13K in Q1 2019.
721 funds tracked by Wall St. Rank held Moody's as of Q2 2019.

Based on Avondale Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.