MYCIO Wealth Partners’s Moody's MCO Stock Holding History

MYCIO Wealth 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
2016 Q4	–	Sell	-300	Closed	-$32K	–	471
2016 Q3	$32K	Hold	300	–	–	0.01%	411
2016 Q2	$28K	Hold	300	–	–	﹤0.01%	417
2016 Q1	$29K	Hold	300	–	–	0.01%	386
2015 Q4	$30K	Hold	300	–	–	0.01%	354
2015 Q3	$29K	Hold	300	–	–	0.01%	374
2015 Q2	$32K	Hold	300	–	–	0.01%	359
2015 Q1	$31K	Hold	300	–	–	0.01%	342
2014 Q4	$29K	Hold	300	–	–	0.01%	346
2014 Q3	$28K	Buy	+300	New	+$27.5K	0.01%	319

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

ACM

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

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

BIT

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MYCIO Wealth Partners's MCO Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Moody's (MCO) in Q4 2016, closing a stake of 300 shares — an estimated $32K sold.

MYCIO Wealth Partners first reported a position in MCO in Q3 2014 and held it in 9 quarters. The position peaked at $32K in Q3 2016. 561 funds tracked by Wall St. Rank hold MCO as of Q4 2016.

MYCIO Wealth Partners reported no remaining Moody's position as of Q4 2016 after selling out during the quarter.
MYCIO Wealth Partners sold 300 Moody's shares in Q4 2016, an estimated $32K.
MYCIO Wealth Partners first reported a position in Moody's in Q3 2014 and held it in 9 quarters.
MYCIO Wealth Partners's Moody's position peaked at $32K in Q3 2016.
561 funds tracked by Wall St. Rank held Moody's as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.