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DFPG Investments’s Moody's MCO Stock Holding History

DFPG Investments’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
Q3 		– Sell
-1,172
Closed -$232K – 173
2019
Q2 		$232K Sell
1,172
-2,255
-66% -$428K 0.22% 128
2019
Q1 		$640K Sell
3,427
-141
-4% -$23.2K 0.69% 46
2018
Q4 		$500K Buy
+3,568
New +$538K 0.66% 55

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

DFPG Investments's MCO Position: Q3 2019 in Review

DFPG Investments sold out of Moody's (MCO) in Q3 2019, closing a stake of 1,172 shares — an estimated $232K sold.

DFPG Investments first reported a position in MCO in Q4 2018 and held it in 3 quarters. The position peaked at $640K in Q1 2019. 767 funds tracked by Wall St. Rank hold MCO as of Q3 2019.

  • DFPG Investments reported no remaining Moody's position as of Q3 2019 after selling out during the quarter.
  • DFPG Investments sold 1,172 Moody's shares in Q3 2019, an estimated $232K.
  • DFPG Investments first reported a position in Moody's in Q4 2018 and held it in 3 quarters.
  • DFPG Investments's Moody's position peaked at $640K in Q1 2019.
  • 767 funds tracked by Wall St. Rank held Moody's as of Q3 2019.

Based on DFPG Investments's 13F filing for Q3 2019, filed 15 Oct 2019.