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

MBE 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
2020 Q2	–	Sell	-210	Closed	-$44K	–	322
2020 Q1	$44K	Buy	+210	New	+$51K	0.04%	135

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

MBE Wealth Management's MCO Position: Q2 2020 in Review

MBE Wealth Management sold out of Moody's (MCO) in Q2 2020, closing a stake of 210 shares — an estimated $44K sold.

MBE Wealth Management first reported a position in MCO in Q1 2020 and held it in 1 quarter. The position peaked at $44K in Q1 2020. 871 funds tracked by Wall St. Rank hold MCO as of Q2 2020.

MBE Wealth Management reported no remaining Moody's position as of Q2 2020 after selling out during the quarter.
MBE Wealth Management sold 210 Moody's shares in Q2 2020, an estimated $44K.
MBE Wealth Management first reported a position in Moody's in Q1 2020 and held it in 1 quarter.
MBE Wealth Management's Moody's position peaked at $44K in Q1 2020.
871 funds tracked by Wall St. Rank held Moody's as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.