JOYN Advisors’s Moody's MCO Stock Holding History

JOYN Advisors’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
2019 Q1	–	Sell	-351	Closed	-$49K	–	866
2018 Q4	$49K	Buy	351 +332	+1,747%	+$50.1K	0.01%	348
2018 Q3	$3K	Buy	19 +11	+138%	+$1.94K	﹤0.01%	1360
2018 Q2	$1K	Buy	+8	New	+$1.35K	﹤0.01%	1611

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JOYN Advisors's MCO Position: Q1 2019 in Review

JOYN Advisors sold out of Moody's (MCO) in Q1 2019, closing a stake of 351 shares — an estimated $49K sold.

JOYN Advisors first reported a position in MCO in Q2 2018 and held it in 3 quarters. The position peaked at $49K in Q4 2018. 694 funds tracked by Wall St. Rank hold MCO as of Q1 2019.

JOYN Advisors reported no remaining Moody's position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 351 Moody's shares in Q1 2019, an estimated $49K.
JOYN Advisors first reported a position in Moody's in Q2 2018 and held it in 3 quarters.
JOYN Advisors's Moody's position peaked at $49K in Q4 2018.
694 funds tracked by Wall St. Rank held Moody's as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.