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Invictus RG’s Moody's MCO Stock Holding History

Invictus RG’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
2017
Q4 		– Sell
-1,430
Closed -$199K – 393
2017
Q3 		$199K Buy
+1,430
New +$188K 0.18% 229
2017
Q2 		– Sell
-4,808
Closed -$539K – 746
2017
Q1 		$539K Buy
+4,808
New +$516K 0.36% 45
2016
Q1 		– Sell
-155
Closed -$16K – 658
2015
Q4 		$16K Buy
+155
New +$15.5K 0.02% 480

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Invictus RG's MCO Position: Q4 2017 in Review

Invictus RG sold out of Moody's (MCO) in Q4 2017, closing a stake of 1,430 shares — an estimated $199K sold.

Invictus RG first reported a position in MCO in Q4 2015 and held it in 3 quarters. The position peaked at $539K in Q1 2017. 647 funds tracked by Wall St. Rank hold MCO as of Q4 2017.

  • Invictus RG reported no remaining Moody's position as of Q4 2017 after selling out during the quarter.
  • Invictus RG sold 1,430 Moody's shares in Q4 2017, an estimated $199K.
  • Invictus RG first reported a position in Moody's in Q4 2015 and held it in 3 quarters.
  • Invictus RG's Moody's position peaked at $539K in Q1 2017.
  • 647 funds tracked by Wall St. Rank held Moody's as of Q4 2017.

Based on Invictus RG's 13F filing for Q4 2017, filed 13 Feb 2018.