EWM
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Elite Wealth Management’s Moody's MCO Stock Holding History

Elite Wealth 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
2014
Q4 		– Sell
-200
Closed -$19K – 455
2014
Q3 		$19K Hold
200
– – 0.02% 204
2014
Q2 		$18K Hold
200
– – 0.02% 188
2014
Q1 		$16K Hold
200
– – 0.01% 212
2013
Q4 		$16K Hold
200
– – 0.01% 308
2013
Q3 		$14K Hold
200
– – 0.01% 281
2013
Q2 		$12K Buy
+200
New +$12.1K 0.02% 209

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CIFMU
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State Street
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Baillie Gifford & Co
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JP Morgan Chase
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BIT
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ACM
AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return