First Allied Advisory Services’s Moody's MCO Stock Holding History

First Allied Advisory Services’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
2020 Q3	$917K	Buy	3,164 +708	+29%	+$202K	0.03%	494
2020 Q2	$675K	Buy	2,456 +152	+7%	+$38.6K	0.03%	557
2020 Q1	$487K	Sell	2,304 -59	-2%	-$14.3K	0.02%	599
2019 Q4	$557K	Sell	2,363 -127	-5%	-$28.2K	0.02%	676
2019 Q3	$509K	Sell	2,490 -54	-2%	-$11.3K	0.02%	679
2019 Q2	$497K	Buy	2,544 +82	+3%	+$15.6K	0.02%	684
2019 Q1	$447K	Sell	2,462 -97	-4%	-$15.9K	0.02%	710
2018 Q4	$360K	Sell	2,559 -841	-25%	-$127K	0.01%	714
2018 Q3	$576K	Buy	3,400 +33	+1%	+$5.8K	0.02%	664
2018 Q2	$578K	Buy	3,367 +53	+2%	+$8.97K	0.02%	627
2018 Q1	$534K	Sell	3,314 -93	-3%	-$15.1K	0.02%	641
2017 Q4	$503K	Buy	3,407 +368	+12%	+$53.9K	0.02%	652
2017 Q3	$425K	Buy	3,039 +59	+2%	+$7.75K	0.02%	674
2017 Q2	$360K	Sell	2,980 -1,041	-26%	-$122K	0.02%	741
2017 Q1	$452K	Buy	4,021 +1,856	+86%	+$199K	0.02%	625
2016 Q4	$204K	Buy	2,165 +298	+16%	+$30.1K	0.01%	988
2016 Q3	$202K	Buy	+1,867	New	+$196K	0.01%	940
2016 Q2	–	Sell	-2,276	Closed	-$218K	–	1070
2016 Q1	$218K	Buy	2,276 +106	+5%	+$9.53K	0.01%	873
2015 Q4	$218K	Sell	2,170 -304	-12%	-$30.5K	0.01%	926
2015 Q3	$241K	Buy	2,474 +109	+5%	+$11.6K	0.01%	839
2015 Q2	$255K	Buy	2,365 +81	+4%	+$8.72K	0.01%	893
2015 Q1	$238K	Buy	+2,284	New	+$221K	0.02%	884

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ACM

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

First Allied Advisory Services's MCO Position: Q3 2020 in Review

First Allied Advisory Services increased its Moody's (MCO) stake by 29% in Q3 2020, buying an estimated $202K and bringing the position to 3,164 shares worth $917K. The position accounts for 0.03% of the portfolio, ranked #494.

First Allied Advisory Services first reported a position in MCO in Q1 2015 and has held it in 22 quarters since. 885 funds tracked by Wall St. Rank hold MCO as of Q3 2020.

First Allied Advisory Services held 3,164 shares of Moody's worth $917K as of Q3 2020.
First Allied Advisory Services bought 708 Moody's shares in Q3 2020, an estimated $202K.
Moody's made up 0.03% of First Allied Advisory Services's portfolio in Q3 2020, its #494 holding.
First Allied Advisory Services first reported a position in Moody's in Q1 2015 and has held it in 22 quarters since.
885 funds tracked by Wall St. Rank held Moody's as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.