Calton & Associates’s Moody's MCO Stock Holding History

Calton & Associates’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 Q1	–	Sell	-68	Closed	-$10K	–	899
2017 Q4	$10K	Buy	+68	New	+$9.96K	﹤0.01%	1073

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

Calton & Associates's MCO Position: Q1 2018 in Review

Calton & Associates sold out of Moody's (MCO) in Q1 2018, closing a stake of 68 shares — an estimated $10K sold.

Calton & Associates first reported a position in MCO in Q4 2017 and held it in 1 quarter. The position peaked at $10K in Q4 2017. 653 funds tracked by Wall St. Rank hold MCO as of Q1 2018.

Calton & Associates reported no remaining Moody's position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 68 Moody's shares in Q1 2018, an estimated $10K.
Calton & Associates first reported a position in Moody's in Q4 2017 and held it in 1 quarter.
Calton & Associates's Moody's position peaked at $10K in Q4 2017.
653 funds tracked by Wall St. Rank held Moody's as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.