Pinnacle Summer Investments’s Moody's MCO Stock Holding History

Pinnacle Summer Investments’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
2014 Q4	–	Sell	-300	Closed	-$28K	–	1061
2014 Q3	$28K	Hold	300	–	–	﹤0.01%	623
2014 Q2	$27K	Hold	300	–	–	﹤0.01%	593
2014 Q1	$24K	Hold	300	–	–	﹤0.01%	558
2013 Q4	$24K	Hold	300	–	–	﹤0.01%	567
2013 Q3	$21K	Hold	300	–	–	﹤0.01%	545
2013 Q2	$18K	Buy	+300	New	+$18.2K	﹤0.01%	515

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

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

CIFMU

Childrens Investment Fund Management (UK) London, United Kingdom $2.75B AUM 16.25% 1-Year Est. Return

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

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

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

BIT

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

ACM

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Pinnacle Summer Investments's MCO Position: Q4 2014 in Review

Pinnacle Summer Investments sold out of Moody's (MCO) in Q4 2014, closing a stake of 300 shares — an estimated $28K sold.

Pinnacle Summer Investments first reported a position in MCO in Q2 2013 and held it in 6 quarters. The position peaked at $28K in Q3 2014. 508 funds tracked by Wall St. Rank hold MCO as of Q4 2014.

Pinnacle Summer Investments reported no remaining Moody's position as of Q4 2014 after selling out during the quarter.
Pinnacle Summer Investments sold 300 Moody's shares in Q4 2014, an estimated $28K.
Pinnacle Summer Investments first reported a position in Moody's in Q2 2013 and held it in 6 quarters.
Pinnacle Summer Investments's Moody's position peaked at $28K in Q3 2014.
508 funds tracked by Wall St. Rank held Moody's as of Q4 2014.

Based on Pinnacle Summer Investments's 13F filing for Q4 2014, filed 18 Feb 2015.