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

First Personal 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
2020
Q1 		– Sell
-8
Closed -$2K – 435
2019
Q4 		$2K Sell
8
-70
-90% -$15.6K ﹤0.01% 375
2019
Q3 		$16K Hold
78
– – 0.01% 339
2019
Q2 		$15K Buy
78
+8
+11% +$1.52K ﹤0.01% 444
2019
Q1 		$13K Sell
70
-25
-26% -$4.11K ﹤0.01% 460
2018
Q4 		$13K Sell
95
-65
-41% -$9.8K ﹤0.01% 436
2018
Q3 		$27K Sell
160
-38
-19% -$6.68K 0.01% 367
2018
Q2 		$34K Hold
198
– – 0.01% 330
2018
Q1 		$32K Hold
198
– – 0.01% 533
2017
Q4 		$29K Buy
+198
New +$29K 0.01% 576

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 $3.38T AUM 44.17% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

First Personal Financial Services's MCO Position: Q1 2020 in Review

First Personal Financial Services sold out of Moody's (MCO) in Q1 2020, closing a stake of 8 shares — an estimated $2K sold.

First Personal Financial Services first reported a position in MCO in Q4 2017 and held it in 9 quarters. The position peaked at $34K in Q2 2018. 811 funds tracked by Wall St. Rank hold MCO as of Q1 2020.

  • First Personal Financial Services reported no remaining Moody's position as of Q1 2020 after selling out during the quarter.
  • First Personal Financial Services sold 8 Moody's shares in Q1 2020, an estimated $2K.
  • First Personal Financial Services first reported a position in Moody's in Q4 2017 and held it in 9 quarters.
  • First Personal Financial Services's Moody's position peaked at $34K in Q2 2018.
  • 811 funds tracked by Wall St. Rank held Moody's as of Q1 2020.

Based on First Personal Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.