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

Solaris 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
2016
Q4 		– Sell
-144
Closed -$16K – 360
2016
Q3 		$16K Buy
+144
New +$15.1K 0.01% 259

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Solaris Asset Management's MCO Position: Q4 2016 in Review

Solaris Asset Management sold out of Moody's (MCO) in Q4 2016, closing a stake of 144 shares — an estimated $16K sold.

Solaris Asset Management first reported a position in MCO in Q3 2016 and held it in 1 quarter. The position peaked at $16K in Q3 2016. 561 funds tracked by Wall St. Rank hold MCO as of Q4 2016.

  • Solaris Asset Management reported no remaining Moody's position as of Q4 2016 after selling out during the quarter.
  • Solaris Asset Management sold 144 Moody's shares in Q4 2016, an estimated $16K.
  • Solaris Asset Management first reported a position in Moody's in Q3 2016 and held it in 1 quarter.
  • Solaris Asset Management's Moody's position peaked at $16K in Q3 2016.
  • 561 funds tracked by Wall St. Rank held Moody's as of Q4 2016.

Based on Solaris Asset Management's 13F filing for Q4 2016, filed 25 Jan 2017.