PWAG
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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
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return