Boston Private Bank & Trust’s Moody's MCO Stock Holding History

Boston Private Bank & Trust’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 Q1	$62K	Sell	600 -975	-62%	-$94.2K	﹤0.01%	532
2014 Q4	$151K	Hold	1,575	–	–	0.01%	432
2014 Q3	$149K	Hold	1,575	–	–	0.01%	429
2014 Q2	$138K	Hold	1,575	–	–	0.01%	440
2014 Q1	$125K	Sell	1,575 -40	-2%	-$3.13K	0.01%	460
2013 Q4	$127K	Buy	1,615 +40	+3%	+$2.93K	0.01%	452
2013 Q3	$111K	Hold	1,575	–	–	0.01%	453
2013 Q2	$96K	Buy	+1,575	New	+$95.6K	0.01%	458

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

CIFMU

Childrens Investment Fund Management (UK) London, United Kingdom $2.75B AUM 16.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Boston Private Bank & Trust's MCO Position: Q1 2015 in Review

Boston Private Bank & Trust reduced its Moody's (MCO) stake by 62% in Q1 2015, selling an estimated $94.2K and leaving 600 shares worth $62K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Boston Private Bank & Trust first reported a position in MCO in Q2 2013 and has held it in 8 quarters since. The position peaked at $151K in Q4 2014. 508 funds tracked by Wall St. Rank hold MCO as of Q1 2015.

Boston Private Bank & Trust held 600 shares of Moody's worth $62K as of Q1 2015.
Boston Private Bank & Trust sold 975 Moody's shares in Q1 2015, an estimated $94.2K.
Moody's made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #532 holding.
Boston Private Bank & Trust first reported a position in Moody's in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's Moody's position peaked at $151K in Q4 2014.
508 funds tracked by Wall St. Rank held Moody's as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.