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Reilly Financial Advisors’s Moody's MCO Stock Holding History

Reilly Financial Advisors’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
2020
Q2 		– Sell
-5
Closed -$1K – 937
2020
Q1 		$1K Hold
5
– – ﹤0.01% 845
2019
Q4 		$1K Buy
+5
New +$1.11K ﹤0.01% 855

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Reilly Financial Advisors's MCO Position: Q2 2020 in Review

Reilly Financial Advisors sold out of Moody's (MCO) in Q2 2020, closing a stake of 5 shares — an estimated $1K sold.

Reilly Financial Advisors first reported a position in MCO in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q1 2020. 871 funds tracked by Wall St. Rank hold MCO as of Q2 2020.

  • Reilly Financial Advisors reported no remaining Moody's position as of Q2 2020 after selling out during the quarter.
  • Reilly Financial Advisors sold 5 Moody's shares in Q2 2020, an estimated $1K.
  • Reilly Financial Advisors first reported a position in Moody's in Q4 2019 and held it in 2 quarters.
  • Reilly Financial Advisors's Moody's position peaked at $1K in Q1 2020.
  • 871 funds tracked by Wall St. Rank held Moody's as of Q2 2020.

Based on Reilly Financial Advisors's 13F filing for Q2 2020, filed 21 Jul 2020.