Gupta Wealth Management’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
$5K Sell
56
-23
-29% -$2.07K ﹤0.01% 976
2015
Q4
$8K Hold
79
﹤0.01% 938
2015
Q3
$8K Hold
79
﹤0.01% 957
2015
Q2
$9K Hold
79
﹤0.01% 921
2015
Q1
$8K Buy
+79
New +$7.63K ﹤0.01% 804

Other funds holding MCO

Gupta Wealth Management's MCO Position: Q1 2016 in Review

Gupta Wealth Management reduced its Moody's (MCO) stake by 29% in Q1 2016, selling an estimated $2.07K and leaving 56 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #976.

Gupta Wealth Management first reported a position in MCO in Q1 2015 and has held it in 5 quarters since. The position peaked at $9K in Q2 2015. 524 funds tracked by Wall St. Rank hold MCO as of Q1 2016.

  • Gupta Wealth Management held 56 shares of Moody's worth $5K as of Q1 2016.
  • Gupta Wealth Management sold 23 Moody's shares in Q1 2016, an estimated $2.07K.
  • Moody's made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #976 holding.
  • Gupta Wealth Management first reported a position in Moody's in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Moody's position peaked at $9K in Q2 2015.
  • 524 funds tracked by Wall St. Rank held Moody's as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.