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Euclid Advisors’s Moody's MCO Stock Holding History

Euclid Advisors’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 		– Sell
-23,543
Closed -$2.21M – 291
2016
Q2 		$2.21M Sell
23,543
-5,290
-18% -$511K 0.1% 265
2016
Q1 		$2.78M Sell
28,833
-31,567
-52% -$2.84M 0.11% 247
2015
Q4 		$6.06M Buy
+60,400
New +$6.05M 0.19% 168
2015
Q3 		– Sell
-68,035
Closed -$7.34M – 357
2015
Q2 		$7.34M Buy
+68,035
New +$7.32M 0.15% 202
2015
Q1 		– Sell
-85,720
Closed -$8.21M – 377
2014
Q4 		$8.21M Buy
85,720
+5,434
+7% +$527K 0.08% 232
2014
Q3 		$7.59M Buy
80,286
+5,380
+7% +$493K 0.05% 301
2014
Q2 		$6.57M Sell
74,906
-19,400
-21% -$1.6M 0.05% 338
2014
Q1 		$7.48M Buy
94,306
+25,630
+37% +$2.01M 0.06% 279
2013
Q4 		$5.39M Sell
68,676
-3,700
-5% -$271K 0.04% 345
2013
Q3 		$5.09M Buy
72,376
+16,856
+30% +$1.11M 0.05% 315
2013
Q2 		$3.38M Buy
+55,520
New +$3.37M 0.04% 378

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Euclid Advisors's MCO Position: Q3 2016 in Review

Euclid Advisors sold out of Moody's (MCO) in Q3 2016, closing a stake of 23,543 shares — an estimated $2.21M sold.

Euclid Advisors first reported a position in MCO in Q2 2013 and held it in 11 quarters. The position peaked at $8.21M in Q4 2014. 546 funds tracked by Wall St. Rank hold MCO as of Q3 2016.

  • Euclid Advisors reported no remaining Moody's position as of Q3 2016 after selling out during the quarter.
  • Euclid Advisors sold 23,543 Moody's shares in Q3 2016, an estimated $2.21M.
  • Euclid Advisors first reported a position in Moody's in Q2 2013 and held it in 11 quarters.
  • Euclid Advisors's Moody's position peaked at $8.21M in Q4 2014.
  • 546 funds tracked by Wall St. Rank held Moody's as of Q3 2016.

Based on Euclid Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.