Osborne Partners Capital Management’s Moody's MCO Stock Holding History

Osborne Partners 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 Q3	–	Sell	-3,000	Closed	-$281K	–	175
2016 Q2	$281K	Hold	3,000	–	–	0.04%	160
2016 Q1	$290K	Sell	3,000 -2,000	-40%	-$180K	0.04%	157
2015 Q4	$502K	Hold	5,000	–	–	0.07%	135
2015 Q3	$491K	Hold	5,000	–	–	0.07%	137
2015 Q2	$540K	Sell	5,000 -440	-8%	-$47.4K	0.07%	137
2015 Q1	$565K	Sell	5,440 -2,000	-27%	-$193K	0.07%	136
2014 Q4	$713K	Buy	7,440 +1,440	+24%	+$140K	0.09%	128
2014 Q3	$567K	Hold	6,000	–	–	0.07%	130
2014 Q2	$526K	Sell	6,000 -900	-13%	-$74.2K	0.07%	131
2014 Q1	$547K	Hold	6,900	–	–	0.07%	136
2013 Q4	$541K	Hold	6,900	–	–	0.07%	135
2013 Q3	$485K	Buy	+6,900	New	+$453K	0.07%	136

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BIT

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

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

Osborne Partners Capital Management's MCO Position: Q3 2016 in Review

Osborne Partners Capital Management sold out of Moody's (MCO) in Q3 2016, closing a stake of 3,000 shares — an estimated $281K sold.

Osborne Partners Capital Management first reported a position in MCO in Q3 2013 and held it in 12 quarters. The position peaked at $713K in Q4 2014. 548 funds tracked by Wall St. Rank hold MCO as of Q3 2016.

Osborne Partners Capital Management reported no remaining Moody's position as of Q3 2016 after selling out during the quarter.
Osborne Partners Capital Management sold 3,000 Moody's shares in Q3 2016, an estimated $281K.
Osborne Partners Capital Management first reported a position in Moody's in Q3 2013 and held it in 12 quarters.
Osborne Partners Capital Management's Moody's position peaked at $713K in Q4 2014.
548 funds tracked by Wall St. Rank held Moody's as of Q3 2016.

Based on Osborne Partners Capital Management's 13F filing for Q3 2016, filed 2 Nov 2016.