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	–	294
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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CIFMU

Childrens Investment Fund Management (UK) London, United Kingdom $2.75B AUM 16.25% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

ACM

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Elite Wealth Management's MCO Position: Q4 2014 in Review

Elite Wealth Management sold out of Moody's (MCO) in Q4 2014, closing a stake of 200 shares — an estimated $19K sold.

Elite Wealth Management first reported a position in MCO in Q2 2013 and held it in 6 quarters. The position peaked at $19K in Q3 2014. 508 funds tracked by Wall St. Rank hold MCO as of Q4 2014.

Elite Wealth Management reported no remaining Moody's position as of Q4 2014 after selling out during the quarter.
Elite Wealth Management sold 200 Moody's shares in Q4 2014, an estimated $19K.
Elite Wealth Management first reported a position in Moody's in Q2 2013 and held it in 6 quarters.
Elite Wealth Management's Moody's position peaked at $19K in Q3 2014.
508 funds tracked by Wall St. Rank held Moody's as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.