Guardian Investor Services’s Moody's MCO Stock Holding History

Guardian Investor 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
2015 Q1	$127K	Sell	1,228 -43	-3%	-$4.16K	0.1%	248
2014 Q4	$122K	Sell	1,271 -48	-4%	-$4.65K	0.1%	254
2014 Q3	$125K	Sell	1,319 -80	-6%	-$7.33K	0.1%	234
2014 Q2	$123K	Sell	1,399 -61	-4%	-$5.03K	0.09%	252
2014 Q1	$116K	Sell	1,460 -94	-6%	-$7.36K	0.09%	271
2013 Q4	$122K	Hold	1,554	–	–	0.09%	267
2013 Q3	$109K	Sell	1,554 -21	-1%	-$1.38K	0.09%	272
2013 Q2	$96K	Buy	+1,575	New	+$95.6K	0.08%	292

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

CIFMU

Childrens Investment Fund Management (UK) London, United Kingdom $2.75B AUM 16.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Guardian Investor Services's MCO Position: Q1 2015 in Review

Guardian Investor Services reduced its Moody's (MCO) stake by 3.4% in Q1 2015, selling an estimated $4.16K and leaving 1,228 shares worth $127K. The position accounts for 0.1% of the portfolio, ranked #248.

Guardian Investor Services first reported a position in MCO in Q2 2013 and has held it in 8 quarters since. 508 funds tracked by Wall St. Rank hold MCO as of Q1 2015.

Guardian Investor Services held 1,228 shares of Moody's worth $127K as of Q1 2015.
Guardian Investor Services sold 43 Moody's shares in Q1 2015, an estimated $4.16K.
Moody's made up 0.1% of Guardian Investor Services's portfolio in Q1 2015, its #248 holding.
Guardian Investor Services first reported a position in Moody's in Q2 2013 and has held it in 8 quarters since.
508 funds tracked by Wall St. Rank held Moody's as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.