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

Doheny 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
2015
Q3 		– Sell
-1,884
Closed -$203K – 113
2015
Q2 		$203K Buy
+1,884
New +$203K 0.09% 112

Other funds holding MCO

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LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Doheny Asset Management's MCO Position: Q3 2015 in Review

Doheny Asset Management sold out of Moody's (MCO) in Q3 2015, closing a stake of 1,884 shares — an estimated $203K sold.

Doheny Asset Management first reported a position in MCO in Q2 2015 and held it in 1 quarter. The position peaked at $203K in Q2 2015. 518 funds tracked by Wall St. Rank hold MCO as of Q3 2015.

  • Doheny Asset Management reported no remaining Moody's position as of Q3 2015 after selling out during the quarter.
  • Doheny Asset Management sold 1,884 Moody's shares in Q3 2015, an estimated $203K.
  • Doheny Asset Management first reported a position in Moody's in Q2 2015 and held it in 1 quarter.
  • Doheny Asset Management's Moody's position peaked at $203K in Q2 2015.
  • 518 funds tracked by Wall St. Rank held Moody's as of Q3 2015.

Based on Doheny Asset Management's 13F filing for Q3 2015, filed 17 Nov 2015.