Icon Advisers’s Moody's MCO Stock Holding History

Icon Advisers’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 Q2	–	Sell	-7,000	Closed	-$727K	–	360
2015 Q1	$727K	Hold	7,000	–	–	0.04%	266
2014 Q4	$671K	Hold	7,000	–	–	0.04%	263
2014 Q3	$661K	Hold	7,000	–	–	0.04%	257
2014 Q2	$614K	Buy	7,000 +2,400	+52%	+$198K	0.04%	259
2014 Q1	$365K	Sell	4,600 -1,100	-19%	-$86.1K	0.03%	270
2013 Q4	$447K	Hold	5,700	–	–	0.03%	243
2013 Q3	$401K	Sell	5,700 -17,500	-75%	-$1.15M	0.03%	258
2013 Q2	$1.41M	Buy	+23,200	New	+$1.41M	0.11%	181

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BIT

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Icon Advisers's MCO Position: Q2 2015 in Review

Icon Advisers sold out of Moody's (MCO) in Q2 2015, closing a stake of 7,000 shares — an estimated $727K sold.

Icon Advisers first reported a position in MCO in Q2 2013 and held it in 8 quarters. The position peaked at $1.41M in Q2 2013. 510 funds tracked by Wall St. Rank hold MCO as of Q2 2015.

Icon Advisers reported no remaining Moody's position as of Q2 2015 after selling out during the quarter.
Icon Advisers sold 7,000 Moody's shares in Q2 2015, an estimated $727K.
Icon Advisers first reported a position in Moody's in Q2 2013 and held it in 8 quarters.
Icon Advisers's Moody's position peaked at $1.41M in Q2 2013.
510 funds tracked by Wall St. Rank held Moody's as of Q2 2015.

Based on Icon Advisers's 13F filing for Q2 2015, filed 5 Aug 2015.