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Nelson Capital Management’s Moody's MCO Stock Holding History

Nelson Capital 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
2019
Q4 		– Sell
-100
Closed -$20K – 213
2019
Q3 		$20K Buy
+100
New +$21K ﹤0.01% 208

Other funds holding MCO

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Nelson Capital Management's MCO Position: Q4 2019 in Review

Nelson Capital Management sold out of Moody's (MCO) in Q4 2019, closing a stake of 100 shares — an estimated $20K sold.

Nelson Capital Management first reported a position in MCO in Q3 2019 and held it in 1 quarter. The position peaked at $20K in Q3 2019. 808 funds tracked by Wall St. Rank hold MCO as of Q4 2019.

  • Nelson Capital Management reported no remaining Moody's position as of Q4 2019 after selling out during the quarter.
  • Nelson Capital Management sold 100 Moody's shares in Q4 2019, an estimated $20K.
  • Nelson Capital Management first reported a position in Moody's in Q3 2019 and held it in 1 quarter.
  • Nelson Capital Management's Moody's position peaked at $20K in Q3 2019.
  • 808 funds tracked by Wall St. Rank held Moody's as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.