Icon Wealth Partners’s Moody's MCO Stock Holding History

Icon Wealth Partners’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
2019 Q2	–	Sell	-43	Closed	-$8K	–	528
2019 Q1	$8K	Buy	+43	New	+$7.07K	﹤0.01%	701
2018 Q3	–	Sell	-45	Closed	-$8K	–	546
2018 Q2	$8K	Buy	+45	New	+$7.62K	﹤0.01%	720
2018 Q1	–	Sell	-47	Closed	-$7K	–	543
2017 Q4	$7K	Buy	+47	New	+$6.89K	﹤0.01%	742

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

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

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

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

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

Icon Wealth Partners's MCO Position: Q2 2019 in Review

Icon Wealth Partners sold out of Moody's (MCO) in Q2 2019, closing a stake of 43 shares — an estimated $8K sold.

Icon Wealth Partners first reported a position in MCO in Q4 2017 and held it in 3 quarters. The position peaked at $8K in Q1 2019. 721 funds tracked by Wall St. Rank hold MCO as of Q2 2019.

Icon Wealth Partners reported no remaining Moody's position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 43 Moody's shares in Q2 2019, an estimated $8K.
Icon Wealth Partners first reported a position in Moody's in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's Moody's position peaked at $8K in Q1 2019.
721 funds tracked by Wall St. Rank held Moody's as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.