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Independent Portfolio Consultants’s Moody's MCO Stock Holding History

Independent Portfolio Consultants’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
-26
Closed -$3K – 968
2015
Q1 		$3K Buy
+26
New +$2.51K ﹤0.01% 812

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Independent Portfolio Consultants's MCO Position: Q2 2015 in Review

Independent Portfolio Consultants sold out of Moody's (MCO) in Q2 2015, closing a stake of 26 shares — an estimated $3K sold.

Independent Portfolio Consultants first reported a position in MCO in Q1 2015 and held it in 1 quarter. The position peaked at $3K in Q1 2015. 508 funds tracked by Wall St. Rank hold MCO as of Q2 2015.

  • Independent Portfolio Consultants reported no remaining Moody's position as of Q2 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 26 Moody's shares in Q2 2015, an estimated $3K.
  • Independent Portfolio Consultants first reported a position in Moody's in Q1 2015 and held it in 1 quarter.
  • Independent Portfolio Consultants's Moody's position peaked at $3K in Q1 2015.
  • 508 funds tracked by Wall St. Rank held Moody's as of Q2 2015.

Based on Independent Portfolio Consultants's 13F filing for Q2 2015, filed 27 Jul 2015.