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Foresters Investment Management’s Moody's MCO Stock Holding History

Foresters Investment Management’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
2018
Q1 		– Sell
-861
Closed -$127K – 498
2017
Q4 		$127K Buy
861
+142
+20% +$20.8K ﹤0.01% 546
2017
Q3 		$100K Buy
719
+193
+37% +$25.4K ﹤0.01% 550
2017
Q2 		$64K Buy
+526
New +$61.6K ﹤0.01% 569

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Foresters Investment Management's MCO Position: Q1 2018 in Review

Foresters Investment Management sold out of Moody's (MCO) in Q1 2018, closing a stake of 861 shares — an estimated $127K sold.

Foresters Investment Management first reported a position in MCO in Q2 2017 and held it in 3 quarters. The position peaked at $127K in Q4 2017. 653 funds tracked by Wall St. Rank hold MCO as of Q1 2018.

  • Foresters Investment Management reported no remaining Moody's position as of Q1 2018 after selling out during the quarter.
  • Foresters Investment Management sold 861 Moody's shares in Q1 2018, an estimated $127K.
  • Foresters Investment Management first reported a position in Moody's in Q2 2017 and held it in 3 quarters.
  • Foresters Investment Management's Moody's position peaked at $127K in Q4 2017.
  • 653 funds tracked by Wall St. Rank held Moody's as of Q1 2018.

Based on Foresters Investment Management's 13F filing for Q1 2018, filed 11 May 2018.