GAM Systematic’s Moody's MCO Stock Holding History

GAM Systematic’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 Q3	$547K	Buy	+3,927	New	+$516K	0.08%	397
2017 Q2	–	Sell	-4,083	Closed	-$457K	–	610
2017 Q1	$457K	Sell	4,083 -971	-19%	-$104K	0.09%	381
2016 Q4	$476K	Buy	+5,054	New	+$510K	0.11%	332
2016 Q2	–	Sell	-123	Closed	-$12K	–	667
2016 Q1	$12K	Sell	123 -4,070	-97%	-$366K	﹤0.01%	600
2015 Q4	$421K	Sell	4,193 -1,111	-21%	-$111K	0.12%	327
2015 Q3	$521K	Sell	5,304 -1,681	-24%	-$179K	0.12%	336
2015 Q2	$754K	Buy	+6,985	New	+$752K	0.1%	283
2015 Q1	–	Sell	-4,828	Closed	-$463K	–	400
2014 Q4	$463K	Buy	+4,828	New	+$468K	0.09%	280

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

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

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

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

GAM Systematic's MCO Position: Q3 2017 in Review

GAM Systematic opened a new position in Moody's (MCO) in Q3 2017: 3,927 shares worth $547K. The stake represents 0.08% of the portfolio and ranks #397 among its holdings. This is a return to the name: GAM Systematic previously reported a position in MCO as recently as Q1 2017.

GAM Systematic first reported a position in MCO in Q4 2014 and has held it in 8 quarters since. The position peaked at $754K in Q2 2015. 576 funds tracked by Wall St. Rank hold MCO as of Q3 2017.

GAM Systematic held 3,927 shares of Moody's worth $547K as of Q3 2017.
Moody's was a new GAM Systematic position in Q3 2017.
Moody's made up 0.08% of GAM Systematic's portfolio in Q3 2017, its #397 holding.
GAM Systematic first reported a position in Moody's in Q4 2014 and has held it in 8 quarters since.
GAM Systematic's Moody's position peaked at $754K in Q2 2015.
576 funds tracked by Wall St. Rank held Moody's as of Q3 2017.

Based on GAM Systematic's 13F filing for Q3 2017, filed 14 Nov 2017.