Old Mutual Customised Solutions’s Moody's MCO Stock Holding History

Old Mutual Customised Solutions’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
2018 Q2	$1.77M	Hold	10,386	–	–	0.18%	137
2018 Q1	$1.68M	Hold	10,386	–	–	0.17%	144
2017 Q4	$1.53M	Buy	10,386 +3,300	+47%	+$484K	0.16%	162
2017 Q3	$986K	Hold	7,086	–	–	0.13%	185
2017 Q2	$862K	Buy	7,086 +4,600	+185%	+$538K	0.13%	197
2017 Q1	$279K	Buy	2,486 +686	+38%	+$73.6K	0.04%	456
2016 Q4	$170K	Buy	1,800 +1,400	+350%	+$141K	0.03%	536
2016 Q3	$43K	Sell	400 -1,300	-76%	-$137K	0.01%	679
2016 Q2	$159K	Hold	1,700	–	–	0.04%	498
2016 Q1	$164K	Hold	1,700	–	–	0.04%	478
2015 Q4	$171K	Hold	1,700	–	–	0.04%	444
2015 Q3	$167K	Hold	1,700	–	–	0.05%	453
2015 Q2	$184K	Hold	1,700	–	–	0.04%	481
2015 Q1	$176K	Hold	1,700	–	–	0.04%	480
2014 Q4	$163K	Sell	1,700 -100	-6%	-$9.7K	0.05%	464
2014 Q3	$170K	Sell	1,800 -600	-25%	-$55K	0.05%	413
2014 Q2	$210K	Hold	2,400	–	–	0.05%	415
2014 Q1	$190K	Hold	2,400	–	–	0.05%	421
2013 Q4	$188K	Hold	2,400	–	–	0.05%	410
2013 Q3	$169K	Hold	2,400	–	–	0.05%	410
2013 Q2	$146K	Buy	+2,400	New	+$146K	0.04%	459

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Old Mutual Customised Solutions's MCO Position: Q2 2018 in Review

Old Mutual Customised Solutions held its Moody's (MCO) position steady in Q2 2018 at 10,386 shares worth $1.77M. The position accounts for 0.18% of the portfolio, ranked #137.

Old Mutual Customised Solutions first reported a position in MCO in Q2 2013 and has held it in 21 quarters since. 680 funds tracked by Wall St. Rank hold MCO as of Q2 2018.

Old Mutual Customised Solutions held 10,386 shares of Moody's worth $1.77M as of Q2 2018.
Old Mutual Customised Solutions left its Moody's share count unchanged in Q2 2018.
Moody's made up 0.18% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #137 holding.
Old Mutual Customised Solutions first reported a position in Moody's in Q2 2013 and has held it in 21 quarters since.
680 funds tracked by Wall St. Rank held Moody's as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.