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Rockefeller Financial Services’s Moody's MCO Stock Holding History

Rockefeller Financial Services’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
2013
Q3 		– Sell
-3,750
Closed -$228K – 516
2013
Q2 		$228K Buy
+3,750
New +$228K 0.01% 314

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Rockefeller Financial Services's MCO Position: Q3 2013 in Review

Rockefeller Financial Services sold out of Moody's (MCO) in Q3 2013, closing a stake of 3,750 shares — an estimated $228K sold.

Rockefeller Financial Services first reported a position in MCO in Q2 2013 and held it in 1 quarter. The position peaked at $228K in Q2 2013. 406 funds tracked by Wall St. Rank hold MCO as of Q3 2013.

  • Rockefeller Financial Services reported no remaining Moody's position as of Q3 2013 after selling out during the quarter.
  • Rockefeller Financial Services sold 3,750 Moody's shares in Q3 2013, an estimated $228K.
  • Rockefeller Financial Services first reported a position in Moody's in Q2 2013 and held it in 1 quarter.
  • Rockefeller Financial Services's Moody's position peaked at $228K in Q2 2013.
  • 406 funds tracked by Wall St. Rank held Moody's as of Q3 2013.

Based on Rockefeller Financial Services's 13F filing for Q3 2013, filed 25 Oct 2013.