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

Clarus 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
2018 Q4	–	Sell	-1,641	Closed	-$274K	–	704
2018 Q3	$274K	Buy	1,641 +374	+30%	+$65.8K	0.18%	80
2018 Q2	$204K	Hold	1,267	–	–	0.15%	110
2018 Q1	$204K	Buy	+1,267	New	+$205K	0.19%	110

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Clarus Wealth Advisors's MCO Position: Q4 2018 in Review

Clarus Wealth Advisors sold out of Moody's (MCO) in Q4 2018, closing a stake of 1,641 shares — an estimated $274K sold.

Clarus Wealth Advisors first reported a position in MCO in Q1 2018 and held it in 3 quarters. The position peaked at $274K in Q3 2018. 658 funds tracked by Wall St. Rank hold MCO as of Q4 2018.

Clarus Wealth Advisors reported no remaining Moody's position as of Q4 2018 after selling out during the quarter.
Clarus Wealth Advisors sold 1,641 Moody's shares in Q4 2018, an estimated $274K.
Clarus Wealth Advisors first reported a position in Moody's in Q1 2018 and held it in 3 quarters.
Clarus Wealth Advisors's Moody's position peaked at $274K in Q3 2018.
658 funds tracked by Wall St. Rank held Moody's as of Q4 2018.

Based on Clarus Wealth Advisors's 13F filing for Q4 2018, filed 7 Jan 2019.