Independent Franchise Partners’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-886,041
| Closed | -$87M | – | 21 |
|
|
2015
Q3 | $87M | Sell |
886,041
-2,335,984
| -73% | -$229M | 1.1% | 19 |
|
|
2015
Q2 | $348M | Sell |
3,222,025
-53,076
| -2% | -$5.73M | 4.1% | 14 |
|
|
2015
Q1 | $340M | Sell |
3,275,101
-27,880
| -0.8% | -$2.89M | 4.16% | 13 |
|
|
2014
Q4 | $316M | Buy |
3,302,981
+26,943
| +0.8% | +$2.58M | 4.18% | 13 |
|
|
2014
Q3 | $310M | Sell |
3,276,038
-931,697
| -22% | -$88M | 4.3% | 13 |
|
|
2014
Q2 | $369M | Buy |
4,207,735
+57,808
| +1% | +$5.07M | 5.62% | 8 |
|
|
2014
Q1 | $329M | Sell |
4,149,927
-294,396
| -7% | -$23.4M | 5.37% | 9 |
|
|
2013
Q4 | $349M | Buy |
4,444,323
+67,589
| +2% | +$5.3M | 5.54% | 10 |
|
|
2013
Q3 | $308M | Sell |
4,376,734
-139,892
| -3% | -$9.84M | 5.22% | 10 |
|
|
2013
Q2 | $275M | Buy |
+4,516,626
| New | +$275M | 5.26% | 7 |
|