Geneva Advisors’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $9.23M | Sell |
75,823
-3,159
| -4% | -$384K | 0.16% | 93 |
|
|
2017
Q1 | $8.85M | Sell |
78,982
-3,954
| -5% | -$443K | 0.16% | 100 |
|
|
2016
Q4 | $7.82M | Sell |
82,936
-3,952
| -5% | -$373K | 0.15% | 97 |
|
|
2016
Q3 | $9.41M | Sell |
86,888
-6,832
| -7% | -$740K | 0.18% | 94 |
|
|
2016
Q2 | $8.78M | Sell |
93,720
-5,644
| -6% | -$529K | 0.17% | 93 |
|
|
2016
Q1 | $9.6M | Sell |
99,364
-5,162
| -5% | -$498K | 0.19% | 89 |
|
|
2015
Q4 | $10.5M | Buy |
104,526
+4,784
| +5% | +$480K | 0.2% | 90 |
|
|
2015
Q3 | $9.8M | Buy |
99,742
+5,245
| +6% | +$515K | 0.2% | 91 |
|
|
2015
Q2 | $10.2M | Sell |
94,497
-655
| -0.7% | -$70.7K | 0.18% | 93 |
|
|
2015
Q1 | $9.88M | Sell |
95,152
-5,706
| -6% | -$592K | 0.18% | 97 |
|
|
2014
Q4 | $9.66M | Buy |
100,858
+6,025
| +6% | +$577K | 0.18% | 94 |
|
|
2014
Q3 | $8.96M | Buy |
94,833
+1,013
| +1% | +$95.7K | 0.17% | 99 |
|
|
2014
Q2 | $8.22M | Buy |
93,820
+91,030
| +3,263% | +$7.98M | 0.15% | 104 |
|
|
2014
Q1 | $221K | Buy |
+2,790
| New | +$221K | ﹤0.01% | 539 |
|