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Sound View Wealth Advisors’s Moody's MCO Stock Holding History

Sound View Wealth Advisors’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
2019
Q1 		$267K Buy
+1,475
New +$242K 0.08% 203

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Baillie Gifford & Co
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sound View Wealth Advisors's MCO Position: Q1 2019 in Review

Sound View Wealth Advisors opened a new position in Moody's (MCO) in Q1 2019: 1,475 shares worth $267K. The stake represents 0.08% of the portfolio and ranks #203 among its holdings.

694 funds tracked by Wall St. Rank hold MCO as of Q1 2019.

  • Sound View Wealth Advisors held 1,475 shares of Moody's worth $267K as of Q1 2019.
  • Moody's was a new Sound View Wealth Advisors position in Q1 2019.
  • Moody's made up 0.08% of Sound View Wealth Advisors's portfolio in Q1 2019, its #203 holding.
  • 694 funds tracked by Wall St. Rank held Moody's as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.