Edmond de Rothschild (Europe)’s Moody's MCO Stock Holding History

Edmond de Rothschild (Europe)’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
2016 Q3	$829K	Sell	7,659 -934	-11%	-$98.2K	0.33%	45
2016 Q2	$805K	Sell	8,593 -519	-6%	-$50.1K	0.4%	38
2016 Q1	$880K	Sell	9,112 -244	-3%	-$21.9K	0.46%	47
2015 Q4	$939K	Sell	9,356 -11,377	-55%	-$1.14M	0.41%	52
2015 Q3	$2.04M	Buy	+20,733	New	+$2.21M	0.95%	26

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Edmond de Rothschild (Europe)'s MCO Position: Q3 2016 in Review

Edmond de Rothschild (Europe) reduced its Moody's (MCO) stake by 11% in Q3 2016, selling an estimated $98.2K and leaving 7,659 shares worth $829K. The position accounts for 0.33% of the portfolio, ranked #45.

Edmond de Rothschild (Europe) first reported a position in MCO in Q3 2015 and has held it in 5 quarters since. The position peaked at $2.04M in Q3 2015. 546 funds tracked by Wall St. Rank hold MCO as of Q3 2016.

Edmond de Rothschild (Europe) held 7,659 shares of Moody's worth $829K as of Q3 2016.
Edmond de Rothschild (Europe) sold 934 Moody's shares in Q3 2016, an estimated $98.2K.
Moody's made up 0.33% of Edmond de Rothschild (Europe)'s portfolio in Q3 2016, its #45 holding.
Edmond de Rothschild (Europe) first reported a position in Moody's in Q3 2015 and has held it in 5 quarters since.
Edmond de Rothschild (Europe)'s Moody's position peaked at $2.04M in Q3 2015.
546 funds tracked by Wall St. Rank held Moody's as of Q3 2016.

Based on Edmond de Rothschild (Europe)'s 13F filing for Q3 2016, filed 14 Nov 2016.