Iowa State Bank’s Moody's MCO Stock Holding History

Iowa State Bank’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 Q3	–	Sell	-2,400	Closed	-$225K	–	93
2016 Q2	$225K	Hold	2,400	–	–	0.12%	84
2016 Q1	$232K	Hold	2,400	–	–	0.13%	83
2015 Q4	$241K	Hold	2,400	–	–	0.14%	73
2015 Q3	$236K	Hold	2,400	–	–	0.16%	70
2015 Q2	$259K	Hold	2,400	–	–	0.16%	67
2015 Q1	$249K	Hold	2,400	–	–	0.16%	69
2014 Q4	$230K	Hold	2,400	–	–	0.15%	69
2014 Q3	$227K	Hold	2,400	–	–	0.15%	66
2014 Q2	$210K	Buy	+2,400	New	+$198K	0.14%	68

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Iowa State Bank's MCO Position: Q3 2016 in Review

Iowa State Bank sold out of Moody's (MCO) in Q3 2016, closing a stake of 2,400 shares — an estimated $225K sold.

Iowa State Bank first reported a position in MCO in Q2 2014 and held it in 9 quarters. The position peaked at $259K in Q2 2015. 548 funds tracked by Wall St. Rank hold MCO as of Q3 2016.

Iowa State Bank reported no remaining Moody's position as of Q3 2016 after selling out during the quarter.
Iowa State Bank sold 2,400 Moody's shares in Q3 2016, an estimated $225K.
Iowa State Bank first reported a position in Moody's in Q2 2014 and held it in 9 quarters.
Iowa State Bank's Moody's position peaked at $259K in Q2 2015.
548 funds tracked by Wall St. Rank held Moody's as of Q3 2016.

Based on Iowa State Bank's 13F filing for Q3 2016, filed 24 Oct 2016.