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IKOS CIF’s Moody's MCO Stock Holding History

IKOS CIF’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
2016
Q3 		– Sell
-6,431
Closed -$573K – 186
2016
Q2 		$573K Buy
+6,431
New +$621K 1.98% 18
2016
Q1 		– Sell
-2,292
Closed -$220K – 212
2015
Q4 		$220K Sell
2,292
-383
-14% -$38.4K 0.67% 69
2015
Q3 		$269K Buy
+2,675
New +$285K 0.78% 40
2015
Q2 		– Sell
-1,112
Closed -$113K – 277
2015
Q1 		$113K Sell
1,112
-3,838
-78% -$371K 0.26% 151
2014
Q4 		$471K Buy
+4,950
New +$480K 0.8% 17

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

IKOS CIF's MCO Position: Q3 2016 in Review

IKOS CIF sold out of Moody's (MCO) in Q3 2016, closing a stake of 6,431 shares — an estimated $573K sold.

IKOS CIF first reported a position in MCO in Q4 2014 and held it in 5 quarters. The position peaked at $573K in Q2 2016. 545 funds tracked by Wall St. Rank hold MCO as of Q3 2016.

  • IKOS CIF reported no remaining Moody's position as of Q3 2016 after selling out during the quarter.
  • IKOS CIF sold 6,431 Moody's shares in Q3 2016, an estimated $573K.
  • IKOS CIF first reported a position in Moody's in Q4 2014 and held it in 5 quarters.
  • IKOS CIF's Moody's position peaked at $573K in Q2 2016.
  • 545 funds tracked by Wall St. Rank held Moody's as of Q3 2016.

Based on IKOS CIF's 13F filing for Q3 2016, filed 10 Nov 2016.