OFI Advisors’s Moody's MCO Stock Holding History

OFI Advisors’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
2015 Q3	$353K	Sell	3,594 -37	-1%	-$3.94K	0.02%	908
2015 Q2	$392K	Sell	3,631 -63	-2%	-$6.78K	0.02%	897
2015 Q1	$383K	Buy	3,694 +128	+4%	+$12.4K	0.02%	904
2014 Q4	$342K	Buy	3,566 +232	+7%	+$22.5K	0.02%	930
2014 Q3	$315K	Sell	3,334 -159	-5%	-$14.6K	0.02%	912
2014 Q2	$306K	Buy	3,493 +101	+3%	+$8.32K	0.02%	939
2014 Q1	$269K	Sell	3,392 -181	-5%	-$14.2K	0.02%	952
2013 Q4	$280K	Buy	3,573 +142	+4%	+$10.4K	0.02%	903
2013 Q3	$241K	Sell	3,431 -144	-4%	-$9.45K	0.02%	859
2013 Q2	$218K	Buy	+3,575	New	+$217K	0.02%	829

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

BIT

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

OFI Advisors's MCO Position: Q3 2015 in Review

OFI Advisors reduced its Moody's (MCO) stake by 1% in Q3 2015, selling an estimated $3.94K and leaving 3,594 shares worth $353K. The position accounts for 0.02% of the portfolio, ranked #908.

OFI Advisors first reported a position in MCO in Q2 2013 and has held it in 10 quarters since. The position peaked at $392K in Q2 2015. 520 funds tracked by Wall St. Rank hold MCO as of Q3 2015.

OFI Advisors held 3,594 shares of Moody's worth $353K as of Q3 2015.
OFI Advisors sold 37 Moody's shares in Q3 2015, an estimated $3.94K.
Moody's made up 0.02% of OFI Advisors's portfolio in Q3 2015, its #908 holding.
OFI Advisors first reported a position in Moody's in Q2 2013 and has held it in 10 quarters since.
OFI Advisors's Moody's position peaked at $392K in Q2 2015.
520 funds tracked by Wall St. Rank held Moody's as of Q3 2015.

Based on OFI Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.