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TRUE Private Wealth Advisors’s Moody's MCO Stock Holding History

TRUE Private 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
2018
Q4 		– Sell
-19
Closed -$3.18K – 648
2018
Q3 		$3.18K Buy
+19
New +$3.34K ﹤0.01% 967

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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

TRUE Private Wealth Advisors's MCO Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Moody's (MCO) in Q4 2018, closing a stake of 19 shares — an estimated $3.18K sold.

TRUE Private Wealth Advisors first reported a position in MCO in Q3 2018 and held it in 1 quarter. The position peaked at $3.18K in Q3 2018. 659 funds tracked by Wall St. Rank hold MCO as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Moody's position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 19 Moody's shares in Q4 2018, an estimated $3.18K.
  • TRUE Private Wealth Advisors first reported a position in Moody's in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Moody's position peaked at $3.18K in Q3 2018.
  • 659 funds tracked by Wall St. Rank held Moody's as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.