Royal Fund Management’s Moody's MCO Stock Holding History

Royal Fund Management’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
2018 Q1	–	Sell	-83	Closed	-$12K	–	629
2017 Q4	$12K	Buy	+83	New	+$12.2K	﹤0.01%	358

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Royal Fund Management's MCO Position: Q1 2018 in Review

Royal Fund Management sold out of Moody's (MCO) in Q1 2018, closing a stake of 83 shares — an estimated $12K sold.

Royal Fund Management first reported a position in MCO in Q4 2017 and held it in 1 quarter. The position peaked at $12K in Q4 2017. 653 funds tracked by Wall St. Rank hold MCO as of Q1 2018.

Royal Fund Management reported no remaining Moody's position as of Q1 2018 after selling out during the quarter.
Royal Fund Management sold 83 Moody's shares in Q1 2018, an estimated $12K.
Royal Fund Management first reported a position in Moody's in Q4 2017 and held it in 1 quarter.
Royal Fund Management's Moody's position peaked at $12K in Q4 2017.
653 funds tracked by Wall St. Rank held Moody's as of Q1 2018.

Based on Royal Fund Management's 13F filing for Q1 2018, filed 7 May 2020.