MFS
MCO icon

MSI Financial Services’s Moody's MCO Stock Holding History

MSI Financial Services’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 		$227K Sell
2,412
-156
-6% -$15.7K 0.01% 1034
2016
Q3 		$278K Buy
2,568
+27
+1% +$2.84K 0.01% 910
2016
Q2 		$238K Sell
2,541
-21
-0.8% -$2.03K 0.01% 936
2016
Q1 		$247K Buy
2,562
+308
+14% +$27.7K 0.01% 883
2015
Q4 		$226K Buy
2,254
+1,224
+119% +$123K 0.01% 885
2015
Q3 		$101K Buy
1,030
+22
+2% +$2.34K 0.01% 916
2015
Q2 		$109K Sell
1,008
-152
-13% -$16.4K 0.01% 961
2015
Q1 		$120K Buy
1,160
+87
+8% +$8.41K 0.01% 938
2014
Q4 		$103K Sell
1,073
-64
-6% -$6.21K 0.01% 799
2014
Q3 		$107K Sell
1,137
-9
-0.8% -$825 0.01% 802
2014
Q2 		$100K Buy
1,146
+3
+0.3% +$247 0.01% 810
2014
Q1 		$91K Sell
1,143
-105
-8% -$8.22K 0.01% 786
2013
Q4 		$98K Sell
1,248
-12
-1% -$878 0.02% 758
2013
Q3 		$89K Sell
1,260
-21
-2% -$1.38K 0.02% 686
2013
Q2 		$78K Buy
+1,281
New +$77.7K 0.02% 715

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

MSI Financial Services's MCO Position: Q4 2016 in Review

MSI Financial Services reduced its Moody's (MCO) stake by 6.1% in Q4 2016, selling an estimated $15.7K and leaving 2,412 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #1034.

MSI Financial Services first reported a position in MCO in Q2 2013 and has held it in 15 quarters since. The position peaked at $278K in Q3 2016. 561 funds tracked by Wall St. Rank hold MCO as of Q4 2016.

  • MSI Financial Services held 2,412 shares of Moody's worth $227K as of Q4 2016.
  • MSI Financial Services sold 156 Moody's shares in Q4 2016, an estimated $15.7K.
  • Moody's made up 0.01% of MSI Financial Services's portfolio in Q4 2016, its #1034 holding.
  • MSI Financial Services first reported a position in Moody's in Q2 2013 and has held it in 15 quarters since.
  • MSI Financial Services's Moody's position peaked at $278K in Q3 2016.
  • 561 funds tracked by Wall St. Rank held Moody's as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.