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Trust & Fiduciary Management Services’s Moody's MCO Stock Holding History

Trust & Fiduciary Management Services’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
2014
Q2 		– Sell
-500
Closed -$40K – 75
2014
Q1 		$40K Buy
500
+260
+108% +$20.4K 0.02% 104
2013
Q4 		$19K Sell
240
-20
-8% -$1.46K 0.01% 110
2013
Q3 		$18K Buy
260
+19
+8% +$1.25K 0.01% 110
2013
Q2 		$15K Buy
+241
New +$14.6K 0.01% 110

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIFMU
Childrens Investment Fund Management (UK) London, United Kingdom $2.75B AUM 16.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Trust & Fiduciary Management Services's MCO Position: Q2 2014 in Review

Trust & Fiduciary Management Services sold out of Moody's (MCO) in Q2 2014, closing a stake of 500 shares — an estimated $40K sold.

Trust & Fiduciary Management Services first reported a position in MCO in Q2 2013 and held it in 4 quarters. The position peaked at $40K in Q1 2014. 450 funds tracked by Wall St. Rank hold MCO as of Q2 2014.

  • Trust & Fiduciary Management Services reported no remaining Moody's position as of Q2 2014 after selling out during the quarter.
  • Trust & Fiduciary Management Services sold 500 Moody's shares in Q2 2014, an estimated $40K.
  • Trust & Fiduciary Management Services first reported a position in Moody's in Q2 2013 and held it in 4 quarters.
  • Trust & Fiduciary Management Services's Moody's position peaked at $40K in Q1 2014.
  • 450 funds tracked by Wall St. Rank held Moody's as of Q2 2014.

Based on Trust & Fiduciary Management Services's 13F filing for Q2 2014, filed 8 Aug 2014.