Madison Street Partners’s Moody's MCO Stock Holding History

Madison Street Partners’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
2015 Q3	–	Sell	-35,018	Closed	-$3.78M	–	20
2015 Q2	$3.78M	Sell	35,018 -12,794	-27%	-$1.38M	5.06%	8
2015 Q1	$4.96M	Buy	47,812 +4,475	+10%	+$432K	5.02%	6
2014 Q4	$4.14M	Buy	43,337 +6,254	+17%	+$606K	6.39%	5
2014 Q3	$3.5M	Buy	37,083 +809	+2%	+$74.1K	5.31%	4
2014 Q2	$3.18M	Buy	36,274 +18,774	+107%	+$1.55M	3.22%	10
2014 Q1	$1.39M	Buy	+17,500	New	+$1.37M	0.97%	13

Other funds holding MCO

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

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BIT

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Madison Street Partners's MCO Position: Q3 2015 in Review

Madison Street Partners sold out of Moody's (MCO) in Q3 2015, closing a stake of 35,018 shares — an estimated $3.78M sold.

Madison Street Partners first reported a position in MCO in Q1 2014 and held it in 6 quarters. The position peaked at $4.96M in Q1 2015. 518 funds tracked by Wall St. Rank hold MCO as of Q3 2015.

Madison Street Partners reported no remaining Moody's position as of Q3 2015 after selling out during the quarter.
Madison Street Partners sold 35,018 Moody's shares in Q3 2015, an estimated $3.78M.
Madison Street Partners first reported a position in Moody's in Q1 2014 and held it in 6 quarters.
Madison Street Partners's Moody's position peaked at $4.96M in Q1 2015.
518 funds tracked by Wall St. Rank held Moody's as of Q3 2015.

Based on Madison Street Partners's 13F filing for Q3 2015, filed 12 Nov 2015.