Laffer Tengler Investments’s Moody's MCO Stock Holding History

Laffer Tengler Investments’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
2018 Q1	–	Sell	-17,250	Closed	-$2.55M	–	233
2017 Q4	$2.55M	Hold	17,250	–	–	0.64%	47
2017 Q3	$2.4M	Sell	17,250 -1,135	-6%	-$149K	0.63%	46
2017 Q2	$2.24M	Hold	18,385	–	–	0.57%	67
2017 Q1	$2.06M	Hold	18,385	–	–	0.54%	71
2016 Q4	$1.73M	Buy	+18,385	New	+$1.86M	0.47%	103
2016 Q2	–	Sell	-16,353	Closed	-$1.58M	–	244
2016 Q1	$1.58M	Buy	+16,353	New	+$1.47M	0.43%	108
2015 Q4	–	Hold	0	–	–	–	105
2015 Q3	–	Sell	-16,353	Closed	-$1.74M	–	102
2015 Q2	$1.77M	Sell	16,353 -12,710	-44%	-$1.37M	0.43%	98
2015 Q1	$3.02M	Buy	+29,063	New	+$2.81M	0.42%	62
2014 Q4	–	Sell	-29,063	Closed	-$2.82M	–	66
2014 Q3	$2.75M	Hold	29,063	–	–	0.41%	54
2014 Q2	$2.55M	Sell	29,063 -3,228	-10%	-$266K	0.39%	71
2014 Q1	$2.56M	Hold	32,291	–	–	0.41%	79
2013 Q4	$2.53M	Buy	+32,291	New	+$2.36M	0.42%	71
2013 Q3	–	Hold	0	–	–	–	77

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

ACM

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

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

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

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Laffer Tengler Investments's MCO Position: Q1 2018 in Review

Laffer Tengler Investments sold out of Moody's (MCO) in Q1 2018, closing a stake of 17,250 shares — an estimated $2.55M sold.

Laffer Tengler Investments first reported a position in MCO in Q4 2013 and held it in 12 quarters. The position peaked at $3.02M in Q1 2015. 654 funds tracked by Wall St. Rank hold MCO as of Q1 2018.

Laffer Tengler Investments reported no remaining Moody's position as of Q1 2018 after selling out during the quarter.
Laffer Tengler Investments sold 17,250 Moody's shares in Q1 2018, an estimated $2.55M.
Laffer Tengler Investments first reported a position in Moody's in Q4 2013 and held it in 12 quarters.
Laffer Tengler Investments's Moody's position peaked at $3.02M in Q1 2015.
654 funds tracked by Wall St. Rank held Moody's as of Q1 2018.

Based on Laffer Tengler Investments's 13F filing for Q1 2018, filed 14 May 2018.