Security Asset Management’s Moody's MCO Stock Holding History

Security Asset 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
2017 Q3	–	Sell	-11,754	Closed	-$1.43M	–	78
2017 Q2	$1.43M	Sell	11,754 -629	-5%	-$73.6K	1.17%	34
2017 Q1	$1.39M	Sell	12,383 -376	-3%	-$40.3K	1.19%	36
2016 Q4	$1.2M	Sell	12,759 -5	-0%	-$505	1.11%	37
2016 Q3	$1.38M	Sell	12,764 -15	-0.1%	-$1.58K	1.29%	33
2016 Q2	$1.2M	Hold	12,779	–	–	1.15%	36
2016 Q1	$1.23M	Buy	12,779 +90	+0.7%	+$8.09K	1.2%	36
2015 Q4	$1.27M	Sell	12,689 -150	-1%	-$15K	1.23%	35
2015 Q3	$1.26M	Sell	12,839 -1,880	-13%	-$200K	1.34%	30
2015 Q2	$1.59M	Sell	14,719 -1,610	-10%	-$173K	1.47%	29
2015 Q1	$1.7M	Buy	16,329 +495	+3%	+$47.8K	1.62%	29
2014 Q4	$1.52M	Buy	+15,834	New	+$1.54M	1.51%	27

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Security Asset Management's MCO Position: Q3 2017 in Review

Security Asset Management sold out of Moody's (MCO) in Q3 2017, closing a stake of 11,754 shares — an estimated $1.43M sold.

Security Asset Management first reported a position in MCO in Q4 2014 and held it in 11 quarters. The position peaked at $1.7M in Q1 2015. 576 funds tracked by Wall St. Rank hold MCO as of Q3 2017.

Security Asset Management reported no remaining Moody's position as of Q3 2017 after selling out during the quarter.
Security Asset Management sold 11,754 Moody's shares in Q3 2017, an estimated $1.43M.
Security Asset Management first reported a position in Moody's in Q4 2014 and held it in 11 quarters.
Security Asset Management's Moody's position peaked at $1.7M in Q1 2015.
576 funds tracked by Wall St. Rank held Moody's as of Q3 2017.

Based on Security Asset Management's 13F filing for Q3 2017, filed 6 Nov 2017.