Financial Gravity Companies’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$20K Buy
+122
New +$18.4K 0.02% 485
2018
Q1
$96K Buy
589
+39
+7% +$6.31K 0.1% 192
2017
Q4
$89K Buy
+550
New +$80.6K 0.1% 198

Other funds holding MCO

Financial Gravity Companies's MCO Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Moody's (MCO) in Q4 2018: 122 shares worth $20K. The stake represents 0.02% of the portfolio and ranks #485 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in MCO as recently as Q1 2018.

Financial Gravity Companies first reported a position in MCO in Q4 2017 and has held it in 3 quarters since. The position peaked at $96K in Q1 2018. 658 funds tracked by Wall St. Rank hold MCO as of Q4 2018.

  • Financial Gravity Companies held 122 shares of Moody's worth $20K as of Q4 2018.
  • Moody's was a new Financial Gravity Companies position in Q4 2018.
  • Moody's made up 0.02% of Financial Gravity Companies's portfolio in Q4 2018, its #485 holding.
  • Financial Gravity Companies first reported a position in Moody's in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Moody's position peaked at $96K in Q1 2018.
  • 658 funds tracked by Wall St. Rank held Moody's as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.