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Montrusco Bolton Investments’s Moody's MCO Stock Holding History

Montrusco Bolton 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
2014
Q1 		– Sell
-120,803
Closed -$9.48M – 89
2013
Q4 		$9.48M Buy
120,803
+1,270
+1% +$93K 0.67% 47
2013
Q3 		$8.41M Buy
119,533
+60
+0.1% +$3.94K 0.63% 48
2013
Q2 		$7.28M Buy
+119,473
New +$7.25M 0.59% 50

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIFMU
Childrens Investment Fund Management (UK) London, United Kingdom $2.75B AUM 16.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Montrusco Bolton Investments's MCO Position: Q1 2014 in Review

Montrusco Bolton Investments sold out of Moody's (MCO) in Q1 2014, closing a stake of 120,803 shares — an estimated $9.48M sold.

Montrusco Bolton Investments first reported a position in MCO in Q2 2013 and held it in 3 quarters. The position peaked at $9.48M in Q4 2013. 443 funds tracked by Wall St. Rank hold MCO as of Q1 2014.

  • Montrusco Bolton Investments reported no remaining Moody's position as of Q1 2014 after selling out during the quarter.
  • Montrusco Bolton Investments sold 120,803 Moody's shares in Q1 2014, an estimated $9.48M.
  • Montrusco Bolton Investments first reported a position in Moody's in Q2 2013 and held it in 3 quarters.
  • Montrusco Bolton Investments's Moody's position peaked at $9.48M in Q4 2013.
  • 443 funds tracked by Wall St. Rank held Moody's as of Q1 2014.

Based on Montrusco Bolton Investments's 13F filing for Q1 2014, filed 8 Apr 2014.