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Roosevelt Investment Group’s Moody's MCO Stock Holding History

Roosevelt Investment 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
2017
Q1 		– Sell
-50,927
Closed -$4.8M – 211
2016
Q4 		$4.8M Sell
50,927
-46,891
-48% -$4.73M 0.43% 71
2016
Q3 		$10.6M Buy
+97,818
New +$10.3M 0.84% 49

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Roosevelt Investment Group's MCO Position: Q1 2017 in Review

Roosevelt Investment Group sold out of Moody's (MCO) in Q1 2017, closing a stake of 50,927 shares — an estimated $4.8M sold.

Roosevelt Investment Group first reported a position in MCO in Q3 2016 and held it in 2 quarters. The position peaked at $10.6M in Q3 2016. 552 funds tracked by Wall St. Rank hold MCO as of Q1 2017.

  • Roosevelt Investment Group reported no remaining Moody's position as of Q1 2017 after selling out during the quarter.
  • Roosevelt Investment Group sold 50,927 Moody's shares in Q1 2017, an estimated $4.8M.
  • Roosevelt Investment Group first reported a position in Moody's in Q3 2016 and held it in 2 quarters.
  • Roosevelt Investment Group's Moody's position peaked at $10.6M in Q3 2016.
  • 552 funds tracked by Wall St. Rank held Moody's as of Q1 2017.

Based on Roosevelt Investment Group's 13F filing for Q1 2017, filed 12 May 2017.