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

Oakwood 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
2016
Q4 		– Sell
-47,340
Closed -$5.13M – 79
2016
Q3 		$5.13M Sell
47,340
-715
-1% -$75.2K 1.32% 34
2016
Q2 		$4.5M Buy
+48,055
New +$4.64M 1.18% 42

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

Oakwood Capital Management's MCO Position: Q4 2016 in Review

Oakwood Capital Management sold out of Moody's (MCO) in Q4 2016, closing a stake of 47,340 shares — an estimated $5.13M sold.

Oakwood Capital Management first reported a position in MCO in Q2 2016 and held it in 2 quarters. The position peaked at $5.13M in Q3 2016. 561 funds tracked by Wall St. Rank hold MCO as of Q4 2016.

  • Oakwood Capital Management reported no remaining Moody's position as of Q4 2016 after selling out during the quarter.
  • Oakwood Capital Management sold 47,340 Moody's shares in Q4 2016, an estimated $5.13M.
  • Oakwood Capital Management first reported a position in Moody's in Q2 2016 and held it in 2 quarters.
  • Oakwood Capital Management's Moody's position peaked at $5.13M in Q3 2016.
  • 561 funds tracked by Wall St. Rank held Moody's as of Q4 2016.

Based on Oakwood Capital Management's 13F filing for Q4 2016, filed 25 Jan 2017.