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Bruderman Asset Management’s Moody's MCO Stock Holding History

Bruderman Asset 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
2016
Q4 		– Sell
-84
Closed -$9K – 384
2016
Q3 		$9K Hold
84
– – ﹤0.01% 338
2016
Q2 		$8K Hold
84
– – ﹤0.01% 326
2016
Q1 		$8K Buy
84
+1
+1% +$90 ﹤0.01% 340
2015
Q4 		$8K Hold
83
– – ﹤0.01% 350
2015
Q3 		$8K Buy
+83
New +$8.83K ﹤0.01% 356

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
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
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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bruderman Asset Management's MCO Position: Q4 2016 in Review

Bruderman Asset Management sold out of Moody's (MCO) in Q4 2016, closing a stake of 84 shares — an estimated $9K sold.

Bruderman Asset Management first reported a position in MCO in Q3 2015 and held it in 5 quarters. The position peaked at $9K in Q3 2016. 561 funds tracked by Wall St. Rank hold MCO as of Q4 2016.

  • Bruderman Asset Management reported no remaining Moody's position as of Q4 2016 after selling out during the quarter.
  • Bruderman Asset Management sold 84 Moody's shares in Q4 2016, an estimated $9K.
  • Bruderman Asset Management first reported a position in Moody's in Q3 2015 and held it in 5 quarters.
  • Bruderman Asset Management's Moody's position peaked at $9K in Q3 2016.
  • 561 funds tracked by Wall St. Rank held Moody's as of Q4 2016.

Based on Bruderman Asset Management's 13F filing for Q4 2016, filed 13 Feb 2017.