EverPoint Asset Management’s Moody's MCO Stock Holding History

EverPoint Asset 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
2016 Q4	$75.4M	Buy	+800,000	New	+$80.8M	1.4%	10

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

BIT

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EverPoint Asset Management's MCO Position: Q4 2016 in Review

EverPoint Asset Management reduced its Moody's (MCO) stake by 96% in Q4 2016, selling an estimated $29.2M and leaving 11,000 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #368.

EverPoint Asset Management first reported a position in MCO in Q1 2015 and has held it in 3 quarters since. The position peaked at $32.5M in Q3 2016. 561 funds tracked by Wall St. Rank hold MCO as of Q4 2016.

EverPoint Asset Management held 11,000 shares of Moody's worth $1.04M as of Q4 2016.
EverPoint Asset Management sold 289,000 Moody's shares in Q4 2016, an estimated $29.2M.
Moody's made up 0.02% of EverPoint Asset Management's portfolio in Q4 2016, its #368 holding.
EverPoint Asset Management first reported a position in Moody's in Q1 2015 and has held it in 3 quarters since.
EverPoint Asset Management's Moody's position peaked at $32.5M in Q3 2016.
561 funds tracked by Wall St. Rank held Moody's as of Q4 2016.

Based on EverPoint Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.