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Robert N. Shapiro’s Moody's MCO Stock Holding History

Robert N. Shapiro’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 		$1.66M Sell
17,371
-4,241
-20% -$411K 0.33% 94
2014
Q3 		$2.04M Sell
21,612
-1,086
-5% -$99.5K 0.39% 77
2014
Q2 		$1.99M Buy
22,698
+4,781
+27% +$394K 0.38% 77
2014
Q1 		$1.42M Buy
17,917
+17,117
+2,140% +$1.34M 0.26% 119
2013
Q4 		$63K Sell
800
-440
-35% -$32.2K 0.01% 422
2013
Q3 		$87K Buy
1,240
+250
+25% +$16.4K 0.02% 440
2013
Q2 		$61K Buy
+990
New +$60.1K 0.01% 505

Other funds holding MCO

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
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
Capital World Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
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

Robert N. Shapiro's MCO Position: Q4 2014 in Review

Robert N. Shapiro reduced its Moody's (MCO) stake by 20% in Q4 2014, selling an estimated $411K and leaving 17,371 shares worth $1.66M. The position accounts for 0.33% of the portfolio, ranked #94.

Robert N. Shapiro first reported a position in MCO in Q2 2013 and has held it in 7 quarters since. The position peaked at $2.04M in Q3 2014. 506 funds tracked by Wall St. Rank hold MCO as of Q4 2014.

  • Robert N. Shapiro held 17,371 shares of Moody's worth $1.66M as of Q4 2014.
  • Robert N. Shapiro sold 4,241 Moody's shares in Q4 2014, an estimated $411K.
  • Moody's made up 0.33% of Robert N. Shapiro's portfolio in Q4 2014, its #94 holding.
  • Robert N. Shapiro first reported a position in Moody's in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Moody's position peaked at $2.04M in Q3 2014.
  • 506 funds tracked by Wall St. Rank held Moody's as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.