Independent Franchise Partners’s Moody's MCO Stock Holding History

Independent Franchise 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
2015 Q4	–	Sell	-886,041	Closed	-$87M	–	21
2015 Q3	$87M	Sell	886,041 -2,335,984	-73%	-$249M	1.1%	19
2015 Q2	$348M	Sell	3,222,025 -53,076	-2%	-$5.71M	4.1%	14
2015 Q1	$340M	Sell	3,275,101 -27,880	-0.8%	-$2.69M	4.16%	13
2014 Q4	$316M	Buy	3,302,981 +26,943	+0.8%	+$2.61M	4.18%	13
2014 Q3	$310M	Sell	3,276,038 -931,697	-22%	-$85.4M	4.3%	13
2014 Q2	$369M	Buy	4,207,735 +57,808	+1%	+$4.76M	5.62%	8
2014 Q1	$329M	Sell	4,149,927 -294,396	-7%	-$23.1M	5.37%	9
2013 Q4	$349M	Buy	4,444,323 +67,589	+2%	+$4.95M	5.54%	10
2013 Q3	$308M	Sell	4,376,734 -139,892	-3%	-$9.18M	5.22%	10
2013 Q2	$275M	Buy	+4,516,626	New	+$274M	5.26%	7

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Independent Franchise Partners's MCO Position: Q4 2015 in Review

Independent Franchise Partners sold out of Moody's (MCO) in Q4 2015, closing a stake of 886,041 shares — an estimated $87M sold.

Independent Franchise Partners first reported a position in MCO in Q2 2013 and held it in 10 quarters. The position peaked at $369M in Q2 2014. 527 funds tracked by Wall St. Rank hold MCO as of Q4 2015.

Independent Franchise Partners reported no remaining Moody's position as of Q4 2015 after selling out during the quarter.
Independent Franchise Partners sold 886,041 Moody's shares in Q4 2015, an estimated $87M.
Independent Franchise Partners first reported a position in Moody's in Q2 2013 and held it in 10 quarters.
Independent Franchise Partners's Moody's position peaked at $369M in Q2 2014.
527 funds tracked by Wall St. Rank held Moody's as of Q4 2015.

Based on Independent Franchise Partners's 13F filing for Q4 2015, filed 28 Jan 2016.