Thompson Davis & Co’s Moody's MCO Stock Holding History

Thompson Davis & Co’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 Q2	–	Sell	-400	Closed	-$45K	–	1137
2017 Q1	$45K	Hold	400	–	–	0.06%	265
2016 Q4	$38K	Sell	400 -9	-2%	-$908	0.06%	291
2016 Q3	$44K	Hold	409	–	–	0.08%	268
2016 Q2	$38K	Buy	409 +400	+4,444%	+$38.6K	0.06%	298
2016 Q1	$1K	Hold	9	–	–	﹤0.01%	1022
2015 Q4	$1K	Sell	9 -42	-82%	-$4.21K	﹤0.01%	1087
2015 Q3	$5K	Sell	51 -1,102	-96%	-$117K	0.01%	839
2015 Q2	$124K	Sell	1,153 -10	-0.9%	-$1.08K	0.14%	167
2015 Q1	$121K	Buy	1,163 +1,109	+2,054%	+$107K	0.15%	152
2014 Q4	$5K	Hold	54	–	–	0.01%	933
2014 Q3	$5K	Buy	54 +12	+29%	+$1.1K	0.01%	883
2014 Q2	$4K	Hold	42	–	–	0.01%	644
2014 Q1	$3K	Hold	42	–	–	0.01%	711
2013 Q4	$3K	Buy	+42	New	+$3.07K	﹤0.01%	625

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

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

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 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

Thompson Davis & Co's MCO Position: Q2 2017 in Review

Thompson Davis & Co sold out of Moody's (MCO) in Q2 2017, closing a stake of 400 shares — an estimated $45K sold.

Thompson Davis & Co first reported a position in MCO in Q4 2013 and held it in 14 quarters. The position peaked at $124K in Q2 2015. 547 funds tracked by Wall St. Rank hold MCO as of Q2 2017.

Thompson Davis & Co reported no remaining Moody's position as of Q2 2017 after selling out during the quarter.
Thompson Davis & Co sold 400 Moody's shares in Q2 2017, an estimated $45K.
Thompson Davis & Co first reported a position in Moody's in Q4 2013 and held it in 14 quarters.
Thompson Davis & Co's Moody's position peaked at $124K in Q2 2015.
547 funds tracked by Wall St. Rank held Moody's as of Q2 2017.

Based on Thompson Davis & Co's 13F filing for Q2 2017, filed 10 Aug 2017.