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First Business Financial Services’s Moody's MCO Stock Holding History

First Business Financial 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
2017
Q4 		– Sell
-4,973
Closed -$692K – 84
2017
Q3 		$692K Buy
4,973
+418
+9% +$54.9K 0.14% 22
2017
Q2 		$554K Hold
4,555
– – 0.11% 32
2017
Q1 		$510K Buy
4,555
+379
+9% +$40.6K 0.11% 46
2016
Q4 		$394K Sell
4,176
-130
-3% -$13.1K 0.09% 51
2016
Q3 		$466K Hold
4,306
– – 0.11% 36
2016
Q2 		$404K Sell
4,306
-268
-6% -$25.9K 0.1% 43
2016
Q1 		$442K Buy
4,574
+1,459
+47% +$131K 0.12% 44
2015
Q4 		$313K Sell
3,115
-412
-12% -$41.3K 0.09% 40
2015
Q3 		$346K Buy
3,527
+23
+0.7% +$2.45K 0.11% 38
2015
Q2 		$378K Buy
3,504
+174
+5% +$18.7K 0.11% 38
2015
Q1 		$346K Buy
3,330
+277
+9% +$26.8K 0.1% 42
2014
Q4 		$293K Sell
3,053
-493
-14% -$47.8K 0.09% 60
2014
Q3 		$335K Buy
3,546
+331
+10% +$30.3K 0.12% 22
2014
Q2 		$282K Sell
3,215
-75
-2% -$6.18K 0.1% 31
2014
Q1 		$261K Buy
3,290
+683
+26% +$53.5K 0.1% 43
2013
Q4 		$205K Buy
+2,607
New +$191K 0.09% 45

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

First Business Financial Services's MCO Position: Q4 2017 in Review

First Business Financial Services sold out of Moody's (MCO) in Q4 2017, closing a stake of 4,973 shares — an estimated $692K sold.

First Business Financial Services first reported a position in MCO in Q4 2013 and held it in 16 quarters. The position peaked at $692K in Q3 2017. 647 funds tracked by Wall St. Rank hold MCO as of Q4 2017.

  • First Business Financial Services reported no remaining Moody's position as of Q4 2017 after selling out during the quarter.
  • First Business Financial Services sold 4,973 Moody's shares in Q4 2017, an estimated $692K.
  • First Business Financial Services first reported a position in Moody's in Q4 2013 and held it in 16 quarters.
  • First Business Financial Services's Moody's position peaked at $692K in Q3 2017.
  • 647 funds tracked by Wall St. Rank held Moody's as of Q4 2017.

Based on First Business Financial Services's 13F filing for Q4 2017, filed 7 Feb 2018.