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Integrated Wealth Management (Palm Desert)’s Moody's MCO Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q1 		– Sell
-87
Closed -$9K – 1269
2015
Q4 		$9K Hold
87
– – ﹤0.01% 796
2015
Q3 		$9K Buy
+87
New +$9.26K ﹤0.01% 790

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ACM
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Integrated Wealth Management (Palm Desert)'s MCO Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Moody's (MCO) in Q1 2016, closing a stake of 87 shares — an estimated $9K sold.

Integrated Wealth Management (Palm Desert) first reported a position in MCO in Q3 2015 and held it in 2 quarters. The position peaked at $9K in Q4 2015. 523 funds tracked by Wall St. Rank hold MCO as of Q1 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Moody's position as of Q1 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 87 Moody's shares in Q1 2016, an estimated $9K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Moody's in Q3 2015 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s Moody's position peaked at $9K in Q4 2015.
  • 523 funds tracked by Wall St. Rank held Moody's as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.