Burt Wealth Advisors’s Moody's MCO Stock Holding History

Burt Wealth Advisors’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
2021 Q1	–	Sell	-5	Closed	-$1K	–	248
2020 Q4	$1K	Hold	5	–	–	﹤0.01%	370
2020 Q3	$1K	Hold	5	–	–	﹤0.01%	376
2020 Q2	$1K	Buy	+5	New	+$1.27K	﹤0.01%	381
2016 Q1	–	Sell	-125	Closed	-$12K	–	704
2015 Q4	$12K	Hold	125	–	–	0.01%	258
2015 Q3	$12K	Buy	+125	New	+$13.3K	0.01%	234

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

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

ACM

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Burt Wealth Advisors's MCO Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Moody's (MCO) in Q1 2021, closing a stake of 5 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in MCO in Q3 2015 and held it in 5 quarters. The position peaked at $12K in Q4 2015. 917 funds tracked by Wall St. Rank hold MCO as of Q1 2021.

Burt Wealth Advisors reported no remaining Moody's position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 5 Moody's shares in Q1 2021, an estimated $1K.
Burt Wealth Advisors first reported a position in Moody's in Q3 2015 and held it in 5 quarters.
Burt Wealth Advisors's Moody's position peaked at $12K in Q4 2015.
917 funds tracked by Wall St. Rank held Moody's as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.