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Lyons Wealth Management’s Moody's MCO Stock Holding History

Lyons Wealth Management’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
Q4 		– Sell
-8,561
Closed -$927K – 57
2016
Q3 		$927K Buy
+8,561
New +$900K 1.28% 9

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
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
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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lyons Wealth Management's MCO Position: Q4 2016 in Review

Lyons Wealth Management sold out of Moody's (MCO) in Q4 2016, closing a stake of 8,561 shares — an estimated $927K sold.

Lyons Wealth Management first reported a position in MCO in Q3 2016 and held it in 1 quarter. The position peaked at $927K in Q3 2016. 561 funds tracked by Wall St. Rank hold MCO as of Q4 2016.

  • Lyons Wealth Management reported no remaining Moody's position as of Q4 2016 after selling out during the quarter.
  • Lyons Wealth Management sold 8,561 Moody's shares in Q4 2016, an estimated $927K.
  • Lyons Wealth Management first reported a position in Moody's in Q3 2016 and held it in 1 quarter.
  • Lyons Wealth Management's Moody's position peaked at $927K in Q3 2016.
  • 561 funds tracked by Wall St. Rank held Moody's as of Q4 2016.

Based on Lyons Wealth Management's 13F filing for Q4 2016, filed 9 Feb 2017.