Edge Advisors’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
$5K Sell
34
-609
-95% -$103K ﹤0.01% 747
2018
Q1
$103K Sell
643
-163
-20% -$26.4K 0.01% 404
2017
Q4
$118K Sell
806
-1,090
-57% -$160K 0.01% 373
2017
Q3
$263K Hold
1,896
0.03% 274
2017
Q2
$230K Sell
1,896
-150
-7% -$17.6K 0.03% 303
2017
Q1
$228K Buy
2,046
+2,037
+22,633% +$218K 0.03% 307
2016
Q4
$0 Buy
+9
New +$908 ﹤0.01% 860

Other funds holding MCO

Edge Advisors's MCO Position: Q2 2018 in Review

Edge Advisors reduced its Moody's (MCO) stake by 95% in Q2 2018, selling an estimated $103K and leaving 34 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

Edge Advisors first reported a position in MCO in Q4 2016 and has held it in 7 quarters since. The position peaked at $263K in Q3 2017. 680 funds tracked by Wall St. Rank hold MCO as of Q2 2018.

  • Edge Advisors held 34 shares of Moody's worth $5K as of Q2 2018.
  • Edge Advisors sold 609 Moody's shares in Q2 2018, an estimated $103K.
  • Moody's made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #747 holding.
  • Edge Advisors first reported a position in Moody's in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Moody's position peaked at $263K in Q3 2017.
  • 680 funds tracked by Wall St. Rank held Moody's as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.