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Institutional & Family Asset Management’s Moody's MCO Stock Holding History

Institutional & Family Asset Management’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
2018
Q4 		– Sell
-110
Closed -$18K – 859
2018
Q3 		$18K Sell
110
-4
-4% -$703 ﹤0.01% 449
2018
Q2 		$19K Sell
114
-88
-44% -$14.9K ﹤0.01% 447
2018
Q1 		$33K Buy
+202
New +$32.7K 0.01% 363

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Institutional & Family Asset Management's MCO Position: Q4 2018 in Review

Institutional & Family Asset Management sold out of Moody's (MCO) in Q4 2018, closing a stake of 110 shares — an estimated $18K sold.

Institutional & Family Asset Management first reported a position in MCO in Q1 2018 and held it in 3 quarters. The position peaked at $33K in Q1 2018. 659 funds tracked by Wall St. Rank hold MCO as of Q4 2018.

  • Institutional & Family Asset Management reported no remaining Moody's position as of Q4 2018 after selling out during the quarter.
  • Institutional & Family Asset Management sold 110 Moody's shares in Q4 2018, an estimated $18K.
  • Institutional & Family Asset Management first reported a position in Moody's in Q1 2018 and held it in 3 quarters.
  • Institutional & Family Asset Management's Moody's position peaked at $33K in Q1 2018.
  • 659 funds tracked by Wall St. Rank held Moody's as of Q4 2018.

Based on Institutional & Family Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.