ST
MCO icon

Spot Trading’s Moody's MCO Stock Holding History

Spot Trading’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 		$877K Sell
6,300
-5,300
-46% -$697K 0.02% 1259
2017
Q2 		$1.41M Buy
11,600
+4,300
+59% +$503K 0.03% 865
2017
Q1 		$818K Buy
7,300
+5,300
+265% +$568K 0.03% 877
2016
Q4 		$189K Buy
+2,000
New +$202K ﹤0.01% 1954
2015
Q2 		– Sell
-2,900
Closed -$301K – 4087
2015
Q1 		$301K Sell
2,900
-600
-17% -$58K ﹤0.01% 2471
2014
Q4 		$335K Buy
3,500
+1,100
+46% +$107K ﹤0.01% 2624
2014
Q3 		$227K Buy
2,400
+400
+20% +$36.7K ﹤0.01% 3111
2014
Q2 		$175K Hold
2,000
– – ﹤0.01% 3419
2014
Q1 		$159K Sell
2,000
-2,200
-52% -$172K ﹤0.01% 3253
2013
Q4 		$330K Sell
4,200
-200
-5% -$14.6K ﹤0.01% 2734
2013
Q3 		$309K Buy
4,400
+1,700
+63% +$112K ﹤0.01% 2742
2013
Q2 		$165K Buy
+2,700
New +$164K ﹤0.01% 3183

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Spot Trading's MCO Position: Q3 2017 in Review

Spot Trading sold out of Moody's (MCO) in Q3 2017, closing a stake of 1,475 shares — an estimated $194K sold.

Spot Trading first reported a position in MCO in Q2 2013 and held it in 10 quarters. The position peaked at $1.98M in Q3 2014. 576 funds tracked by Wall St. Rank hold MCO as of Q3 2017.

  • Spot Trading reported no remaining Moody's position as of Q3 2017 after selling out during the quarter.
  • Spot Trading sold 1,475 Moody's shares in Q3 2017, an estimated $194K.
  • Spot Trading first reported a position in Moody's in Q2 2013 and held it in 10 quarters.
  • Spot Trading's Moody's position peaked at $1.98M in Q3 2014.
  • 576 funds tracked by Wall St. Rank held Moody's as of Q3 2017.

Based on Spot Trading's 13F filing for Q3 2017, filed 6 Nov 2017.