James Investment Research’s Moody's MCO Stock Holding History

James Investment Research’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	-2,530	Closed	-$237K	–	568
2016 Q2	$237K	Sell	2,530 -2,350	-48%	-$227K	0.01%	289
2016 Q1	$471K	Hold	4,880	–	–	0.01%	243
2015 Q4	$490K	Hold	4,880	–	–	0.01%	242
2015 Q3	$479K	Sell	4,880 -550	-10%	-$58.5K	0.01%	247
2015 Q2	$586K	Sell	5,430 -50	-0.9%	-$5.38K	0.01%	256
2015 Q1	$569K	Sell	5,480 -2,300	-30%	-$222K	0.01%	272
2014 Q4	$745K	Sell	7,780 -1,000	-11%	-$97K	0.02%	246
2014 Q3	$830K	Sell	8,780 -39,000	-82%	-$3.57M	0.03%	238
2014 Q2	$4.19M	Sell	47,780 -167,415	-78%	-$13.8M	0.13%	138
2014 Q1	$17.1M	Buy	215,195 +1,395	+0.7%	+$109K	0.55%	59
2013 Q4	$16.8M	Buy	213,800 +19,450	+10%	+$1.42M	0.53%	66
2013 Q3	$13.7M	Buy	194,350 +5,400	+3%	+$354K	0.52%	63
2013 Q2	$11.5M	Buy	+188,950	New	+$11.5M	0.47%	64

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 $3.37T AUM 44.26% 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

James Investment Research's MCO Position: Q3 2016 in Review

James Investment Research sold out of Moody's (MCO) in Q3 2016, closing a stake of 2,530 shares — an estimated $237K sold.

James Investment Research first reported a position in MCO in Q2 2013 and held it in 13 quarters. The position peaked at $17.1M in Q1 2014. 547 funds tracked by Wall St. Rank hold MCO as of Q3 2016.

James Investment Research reported no remaining Moody's position as of Q3 2016 after selling out during the quarter.
James Investment Research sold 2,530 Moody's shares in Q3 2016, an estimated $237K.
James Investment Research first reported a position in Moody's in Q2 2013 and held it in 13 quarters.
James Investment Research's Moody's position peaked at $17.1M in Q1 2014.
547 funds tracked by Wall St. Rank held Moody's as of Q3 2016.

Based on James Investment Research's 13F filing for Q3 2016, filed 27 Oct 2016.