Omnia Family Wealth’s Moody's MCO Stock Holding History

Omnia Family Wealth’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
2017 Q3	–	Sell	-24	Closed	-$3K	–	660
2017 Q2	$3K	Hold	24	–	–	﹤0.01%	518
2017 Q1	$3K	Hold	24	–	–	﹤0.01%	516
2016 Q4	$2K	Buy	+24	New	+$2.42K	﹤0.01%	602

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

Omnia Family Wealth's MCO Position: Q3 2017 in Review

Omnia Family Wealth sold out of Moody's (MCO) in Q3 2017, closing a stake of 24 shares — an estimated $3K sold.

Omnia Family Wealth first reported a position in MCO in Q4 2016 and held it in 3 quarters. The position peaked at $3K in Q2 2017. 576 funds tracked by Wall St. Rank hold MCO as of Q3 2017.

Omnia Family Wealth reported no remaining Moody's position as of Q3 2017 after selling out during the quarter.
Omnia Family Wealth sold 24 Moody's shares in Q3 2017, an estimated $3K.
Omnia Family Wealth first reported a position in Moody's in Q4 2016 and held it in 3 quarters.
Omnia Family Wealth's Moody's position peaked at $3K in Q2 2017.
576 funds tracked by Wall St. Rank held Moody's as of Q3 2017.

Based on Omnia Family Wealth's 13F filing for Q3 2017, filed 14 Nov 2017.