Dynamic Capital Management’s Moody's MCO Stock Holding History

Dynamic Capital 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
2018 Q1	–	Sell	-1,709	Closed	-$252K	–	183
2017 Q4	$252K	Buy	+1,709	New	+$250K	0.09%	208
2015 Q4	–	Sell	-4,269	Closed	-$419K	–	403
2015 Q3	$419K	Buy	+4,269	New	+$454K	0.11%	256
2015 Q1	–	Sell	-4,372	Closed	-$419K	–	315
2014 Q4	$419K	Buy	+4,372	New	+$424K	0.22%	131
2014 Q3	–	Sell	-4,029	Closed	-$353K	–	401
2014 Q2	$353K	Sell	4,029 -3,965	-50%	-$327K	0.1%	309
2014 Q1	$634K	Buy	+7,994	New	+$626K	0.21%	162
2013 Q3	–	Sell	-17,809	Closed	-$1.08M	–	465
2013 Q2	$1.08M	Buy	+17,809	New	+$1.08M	0.29%	124

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Dynamic Capital Management's MCO Position: Q1 2018 in Review

Dynamic Capital Management sold out of Moody's (MCO) in Q1 2018, closing a stake of 1,709 shares — an estimated $252K sold.

Dynamic Capital Management first reported a position in MCO in Q2 2013 and held it in 6 quarters. The position peaked at $1.08M in Q2 2013. 654 funds tracked by Wall St. Rank hold MCO as of Q1 2018.

Dynamic Capital Management reported no remaining Moody's position as of Q1 2018 after selling out during the quarter.
Dynamic Capital Management sold 1,709 Moody's shares in Q1 2018, an estimated $252K.
Dynamic Capital Management first reported a position in Moody's in Q2 2013 and held it in 6 quarters.
Dynamic Capital Management's Moody's position peaked at $1.08M in Q2 2013.
654 funds tracked by Wall St. Rank held Moody's as of Q1 2018.

Based on Dynamic Capital Management's 13F filing for Q1 2018, filed 14 May 2018.