Miles Capital’s Moody's MCO Stock Holding History

Miles Capital’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 Q3	–	Sell	-2,307	Closed	-$216K	–	185
2016 Q2	$216K	Sell	2,307 -1,736	-43%	-$168K	0.15%	171
2016 Q1	$390K	Sell	4,043 -54	-1%	-$4.85K	0.26%	93
2015 Q4	$411K	Sell	4,097 -162	-4%	-$16.2K	0.28%	90
2015 Q3	$418K	Sell	4,259 -100	-2%	-$10.6K	0.3%	86
2015 Q2	$471K	Buy	+4,359	New	+$469K	0.31%	90

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

BIT

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

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

ACM

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Miles Capital's MCO Position: Q3 2016 in Review

Miles Capital sold out of Moody's (MCO) in Q3 2016, closing a stake of 2,307 shares — an estimated $216K sold.

Miles Capital first reported a position in MCO in Q2 2015 and held it in 5 quarters. The position peaked at $471K in Q2 2015. 548 funds tracked by Wall St. Rank hold MCO as of Q3 2016.

Miles Capital reported no remaining Moody's position as of Q3 2016 after selling out during the quarter.
Miles Capital sold 2,307 Moody's shares in Q3 2016, an estimated $216K.
Miles Capital first reported a position in Moody's in Q2 2015 and held it in 5 quarters.
Miles Capital's Moody's position peaked at $471K in Q2 2015.
548 funds tracked by Wall St. Rank held Moody's as of Q3 2016.

Based on Miles Capital's 13F filing for Q3 2016, filed 15 Nov 2016.