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Destination Wealth Management’s Moody's MCO Stock Holding History

Destination Wealth 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
2019
Q2 		– Sell
-6
Closed -$1K – 675
2019
Q1 		$1K Buy
+6
New +$986 ﹤0.01% 643

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BlackRock
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State Street
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Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Destination Wealth Management's MCO Position: Q2 2019 in Review

Destination Wealth Management sold out of Moody's (MCO) in Q2 2019, closing a stake of 6 shares — an estimated $1K sold.

Destination Wealth Management first reported a position in MCO in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 721 funds tracked by Wall St. Rank hold MCO as of Q2 2019.

  • Destination Wealth Management reported no remaining Moody's position as of Q2 2019 after selling out during the quarter.
  • Destination Wealth Management sold 6 Moody's shares in Q2 2019, an estimated $1K.
  • Destination Wealth Management first reported a position in Moody's in Q1 2019 and held it in 1 quarter.
  • Destination Wealth Management's Moody's position peaked at $1K in Q1 2019.
  • 721 funds tracked by Wall St. Rank held Moody's as of Q2 2019.

Based on Destination Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.