Placemark Investments’s Moody's MCO Stock Holding History

Placemark 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	$694K	Sell	7,254 -175	-2%	-$17K	0.01%	1040
2014 Q3	$702K	Buy	7,429 +2,167	+41%	+$199K	0.01%	1028
2014 Q2	$462K	Buy	+5,262	New	+$434K	0.01%	1199
2014 Q1	–	Sell	-2,955	Closed	-$231K	–	1636
2013 Q4	$231K	Buy	+2,955	New	+$216K	﹤0.01%	1467
2013 Q3	–	Sell	-5,223	Closed	-$320K	–	1586
2013 Q2	$320K	Buy	+5,223	New	+$317K	0.01%	1238

Other funds holding MCO

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $2.9T AUM 29.55% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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 $6.13B AUM 15.27% 1-Year Est. Return

Placemark Investments's MCO Position: Q4 2014 in Review

Placemark Investments reduced its Moody's (MCO) stake by 2.4% in Q4 2014, selling an estimated $17K and leaving 7,254 shares worth $694K. The position accounts for 0.01% of the portfolio, ranked #1040.

Placemark Investments first reported a position in MCO in Q2 2013 and has held it in 5 quarters since. The position peaked at $702K in Q3 2014. 506 funds tracked by Wall St. Rank hold MCO as of Q4 2014.

Placemark Investments held 7,254 shares of Moody's worth $694K as of Q4 2014.
Placemark Investments sold 175 Moody's shares in Q4 2014, an estimated $17K.
Moody's made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1040 holding.
Placemark Investments first reported a position in Moody's in Q2 2013 and has held it in 5 quarters since.
Placemark Investments's Moody's position peaked at $702K in Q3 2014.
506 funds tracked by Wall St. Rank held Moody's as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.