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Calvert Investment Management’s Moody's MCO Stock Holding History

Calvert Investment 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
2017
Q1 		– Sell
-190,009
Closed -$17.9M – 365
2016
Q4 		$17.9M Sell
190,009
-7,155
-4% -$722K 0.67% 26
2016
Q3 		$21.3M Sell
197,164
-18,445
-9% -$1.94M 0.78% 20
2016
Q2 		$20.2M Buy
215,609
+24,888
+13% +$2.4M 0.81% 21
2016
Q1 		$18.4M Sell
190,721
-38,688
-17% -$3.48M 0.81% 27
2015
Q4 		$23M Buy
229,409
+51,173
+29% +$5.13M 1.05% 25
2015
Q3 		$17.5M Buy
178,236
+93,544
+110% +$9.95M 0.87% 33
2015
Q2 		$9.14M Buy
84,692
+60,374
+248% +$6.5M 0.4% 64
2015
Q1 		$2.52M Buy
24,318
+1,055
+5% +$102K 0.16% 143
2014
Q4 		$2.23M Buy
23,263
+1,465
+7% +$142K 0.15% 154
2014
Q3 		$2.06M Sell
21,798
-119,833
-85% -$11M 0.15% 149
2014
Q2 		$12.4M Sell
141,631
-62,117
-30% -$5.12M 0.83% 32
2014
Q1 		$16.2M Sell
203,748
-217
-0.1% -$17K 1.14% 23
2013
Q4 		$16M Buy
+203,965
New +$14.9M 1.17% 21

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Calvert Investment Management's MCO Position: Q1 2017 in Review

Calvert Investment Management sold out of Moody's (MCO) in Q1 2017, closing a stake of 190,009 shares — an estimated $17.9M sold.

Calvert Investment Management first reported a position in MCO in Q4 2013 and held it in 13 quarters. The position peaked at $23M in Q4 2015. 552 funds tracked by Wall St. Rank hold MCO as of Q1 2017.

  • Calvert Investment Management reported no remaining Moody's position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 190,009 Moody's shares in Q1 2017, an estimated $17.9M.
  • Calvert Investment Management first reported a position in Moody's in Q4 2013 and held it in 13 quarters.
  • Calvert Investment Management's Moody's position peaked at $23M in Q4 2015.
  • 552 funds tracked by Wall St. Rank held Moody's as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.