First Houston Capital’s Moody's MCO Stock Holding History

First Houston Capital’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 Q1	–	Sell	-6,700	Closed	-$632K	–	70
2016 Q4	$632K	Sell	6,700 -3,550	-35%	-$358K	0.61%	50
2016 Q3	$1.11M	Buy	10,250 +2,634	+35%	+$277K	1.12%	42
2016 Q2	$714K	Sell	7,616 -8,434	-53%	-$815K	0.66%	53
2016 Q1	$1.55M	Sell	16,050 -8,225	-34%	-$739K	1.48%	34
2015 Q4	$2.44M	Sell	24,275 -300	-1%	-$30.1K	2.22%	20
2015 Q3	$2.41M	Buy	24,575 +4,300	+21%	+$457K	2.28%	19
2015 Q2	$2.1M	Hold	20,275	–	–	1.88%	26
2015 Q1	$2.1M	Buy	20,275 +2,025	+11%	+$196K	1.84%	26
2014 Q4	$1.75M	Buy	18,250 +2,650	+17%	+$257K	1.55%	29
2014 Q3	$1.47M	Sell	15,600 -200	-1%	-$18.3K	1.38%	39
2014 Q2	$1.39M	Sell	15,800 -900	-5%	-$74.2K	1.33%	36
2014 Q1	$1.32M	Sell	16,700 -9,400	-36%	-$736K	1.3%	40
2013 Q4	$2.05M	Buy	26,100 +700	+3%	+$51.2K	2.01%	31
2013 Q3	$1.79M	Buy	+25,400	New	+$1.67M	1.92%	27

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

BlackRock New York $5.72T AUM 30.48% 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

ACM

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

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

First Houston Capital's MCO Position: Q1 2017 in Review

First Houston Capital sold out of Moody's (MCO) in Q1 2017, closing a stake of 6,700 shares — an estimated $632K sold.

First Houston Capital first reported a position in MCO in Q3 2013 and held it in 14 quarters. The position peaked at $2.44M in Q4 2015. 552 funds tracked by Wall St. Rank hold MCO as of Q1 2017.

First Houston Capital reported no remaining Moody's position as of Q1 2017 after selling out during the quarter.
First Houston Capital sold 6,700 Moody's shares in Q1 2017, an estimated $632K.
First Houston Capital first reported a position in Moody's in Q3 2013 and held it in 14 quarters.
First Houston Capital's Moody's position peaked at $2.44M in Q4 2015.
552 funds tracked by Wall St. Rank held Moody's as of Q1 2017.

Based on First Houston Capital's 13F filing for Q1 2017, filed 1 May 2017.