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

Capstone 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
2017
Q2 		$1.71M Buy
14,074
+172
+1% +$20.1K 0.05% 442
2017
Q1 		$1.56M Buy
13,902
+50
+0.4% +$5.36K 0.04% 471
2016
Q4 		$1.31M Sell
13,852
-2,990
-18% -$302K 0.04% 518
2016
Q3 		$1.82M Sell
16,842
-60
-0.4% -$6.31K 0.05% 417
2016
Q2 		$1.58M Buy
16,902
+375
+2% +$36.2K 0.05% 439
2016
Q1 		$1.6M Sell
16,527
-1,500
-8% -$135K 0.05% 462
2015
Q4 		$1.81M Buy
18,027
+320
+2% +$32.1K 0.05% 430
2015
Q3 		$1.74M Buy
17,707
+680
+4% +$72.3K 0.05% 403
2015
Q2 		$1.84M Sell
17,027
-1,910
-10% -$206K 0.05% 400
2015
Q1 		$1.97M Buy
18,937
+300
+2% +$29K 0.06% 390
2014
Q4 		$1.79M Buy
18,637
+3,350
+22% +$325K 0.05% 410
2014
Q3 		$1.45M Buy
15,287
+170
+1% +$15.6K 0.05% 430
2014
Q2 		$1.32M Sell
15,117
-3,060
-17% -$252K 0.04% 483
2014
Q1 		$1.44M Sell
18,177
-2,630
-13% -$206K 0.04% 452
2013
Q4 		$1.63M Sell
20,807
-11,916
-36% -$872K 0.05% 438
2013
Q3 		$2.3M Sell
32,723
-732
-2% -$48K 0.06% 398
2013
Q2 		$2.04M Buy
+33,455
New +$2.03M 0.05% 411

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capstone Asset Management's MCO Position: Q2 2017 in Review

Capstone Asset Management increased its Moody's (MCO) stake by 1.2% in Q2 2017, buying an estimated $20.1K and bringing the position to 14,074 shares worth $1.71M. The position accounts for 0.05% of the portfolio, ranked #442.

Capstone Asset Management first reported a position in MCO in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.3M in Q3 2013. 546 funds tracked by Wall St. Rank hold MCO as of Q2 2017.

  • Capstone Asset Management held 14,074 shares of Moody's worth $1.71M as of Q2 2017.
  • Capstone Asset Management bought 172 Moody's shares in Q2 2017, an estimated $20.1K.
  • Moody's made up 0.05% of Capstone Asset Management's portfolio in Q2 2017, its #442 holding.
  • Capstone Asset Management first reported a position in Moody's in Q2 2013 and has held it in 17 quarters since.
  • Capstone Asset Management's Moody's position peaked at $2.3M in Q3 2013.
  • 546 funds tracked by Wall St. Rank held Moody's as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.