Polaris Wealth Advisory Group’s Moody's MCO Stock Holding History

Polaris Wealth Advisory Group’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 Q1	–	Sell	-93,495	Closed	-$9.38M	–	133
2015 Q4	$9.38M	Buy	93,495 +20,845	+29%	+$2.09M	1.51%	31
2015 Q3	$7.13M	Buy	+72,650	New	+$7.73M	1.46%	30
2015 Q1	–	Sell	-32,652	Closed	-$3.13M	–	89
2014 Q4	$3.13M	Buy	32,652 +1,817	+6%	+$176K	0.64%	45
2014 Q3	$2.91M	Buy	30,835 +4,350	+16%	+$399K	0.65%	33
2014 Q2	$2.32M	Buy	26,485 +1,840	+7%	+$152K	0.52%	38
2014 Q1	$1.96M	Buy	+24,645	New	+$1.93M	0.46%	46

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 $3.37T AUM 44.26% 1-Year Est. Return

BIT

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Polaris Wealth Advisory Group's MCO Position: Q1 2016 in Review

Polaris Wealth Advisory Group sold out of Moody's (MCO) in Q1 2016, closing a stake of 93,495 shares — an estimated $9.38M sold.

Polaris Wealth Advisory Group first reported a position in MCO in Q1 2014 and held it in 6 quarters. The position peaked at $9.38M in Q4 2015. 525 funds tracked by Wall St. Rank hold MCO as of Q1 2016.

Polaris Wealth Advisory Group reported no remaining Moody's position as of Q1 2016 after selling out during the quarter.
Polaris Wealth Advisory Group sold 93,495 Moody's shares in Q1 2016, an estimated $9.38M.
Polaris Wealth Advisory Group first reported a position in Moody's in Q1 2014 and held it in 6 quarters.
Polaris Wealth Advisory Group's Moody's position peaked at $9.38M in Q4 2015.
525 funds tracked by Wall St. Rank held Moody's as of Q1 2016.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2016, filed 29 Apr 2016.