Genovese Burford & Brothers Wealth & Retirement Plan Management’s Moody's MCO Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2017 Q4	–	Sell	-609	Closed	-$84K	–	371
2017 Q3	$84K	Hold	609	–	–	0.03%	108
2017 Q2	$74K	Hold	609	–	–	0.03%	118
2017 Q1	$69K	Hold	609	–	–	0.03%	124
2016 Q4	$58K	Hold	609	–	–	0.02%	155
2016 Q3	$65K	Hold	609	–	–	0.03%	134
2016 Q2	$57K	Hold	609	–	–	0.02%	136
2016 Q1	$58K	Hold	609	–	–	0.03%	115
2015 Q4	$61K	Buy	+609	New	+$61K	0.03%	115

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $27.6B AUM 23.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Genovese Burford & Brothers Wealth & Retirement Plan Management's MCO Position: Q4 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Moody's (MCO) in Q4 2017, closing a stake of 609 shares — an estimated $84K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in MCO in Q4 2015 and held it in 8 quarters. The position peaked at $84K in Q3 2017. 647 funds tracked by Wall St. Rank hold MCO as of Q4 2017.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Moody's position as of Q4 2017 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 609 Moody's shares in Q4 2017, an estimated $84K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Moody's in Q4 2015 and held it in 8 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's Moody's position peaked at $84K in Q3 2017.
647 funds tracked by Wall St. Rank held Moody's as of Q4 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2017, filed 14 Feb 2018.