Tradewinds Capital Management’s Moody's MCO Stock Holding History

Tradewinds Capital 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
2019 Q2	–	Sell	-75	Closed	-$14K	–	622
2019 Q1	$14K	Hold	75	–	–	0.01%	335
2018 Q4	$11K	Hold	75	–	–	0.01%	365
2018 Q3	$13K	Hold	75	–	–	0.01%	383
2018 Q2	$13K	Hold	75	–	–	0.01%	379
2018 Q1	$12K	Hold	75	–	–	0.01%	378
2017 Q4	$11K	Hold	75	–	–	0.01%	406
2017 Q3	$10K	Hold	75	–	–	0.01%	395
2017 Q2	$9K	Hold	75	–	–	﹤0.01%	412
2017 Q1	$8K	Hold	75	–	–	0.01%	428
2016 Q4	$7K	Hold	75	–	–	﹤0.01%	409
2016 Q3	$8K	Hold	75	–	–	0.01%	396
2016 Q2	$7K	Hold	75	–	–	0.01%	404
2016 Q1	$7K	Hold	75	–	–	﹤0.01%	433
2015 Q4	$8K	Hold	75	–	–	0.01%	404
2015 Q3	$7K	Hold	75	–	–	0.01%	404
2015 Q2	$8K	Hold	75	–	–	0.01%	437
2015 Q1	$8K	Hold	75	–	–	0.01%	399
2014 Q4	$7K	Hold	75	–	–	0.01%	423
2014 Q3	$7K	Hold	75	–	–	0.01%	411
2014 Q2	$7K	Hold	75	–	–	0.01%	414
2014 Q1	$6K	Hold	75	–	–	﹤0.01%	446
2013 Q4	$6K	Buy	+75	New	+$5.49K	﹤0.01%	427

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 $3.38T AUM 44.17% 1-Year Est. Return

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

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

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

ACM

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Tradewinds Capital Management's MCO Position: Q2 2019 in Review

Tradewinds Capital Management sold out of Moody's (MCO) in Q2 2019, closing a stake of 75 shares — an estimated $14K sold.

Tradewinds Capital Management first reported a position in MCO in Q4 2013 and held it in 22 quarters. The position peaked at $14K in Q1 2019. 721 funds tracked by Wall St. Rank hold MCO as of Q2 2019.

Tradewinds Capital Management reported no remaining Moody's position as of Q2 2019 after selling out during the quarter.
Tradewinds Capital Management sold 75 Moody's shares in Q2 2019, an estimated $14K.
Tradewinds Capital Management first reported a position in Moody's in Q4 2013 and held it in 22 quarters.
Tradewinds Capital Management's Moody's position peaked at $14K in Q1 2019.
721 funds tracked by Wall St. Rank held Moody's as of Q2 2019.

Based on Tradewinds Capital Management's 13F filing for Q2 2019, filed 8 Aug 2019.