Turner Investments’s Moody's MCO Stock Holding History

Turner Investments’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
2015 Q4	–	Sell	-37,170	Closed	-$3.65M	–	256
2015 Q3	$3.65M	Hold	37,170	–	–	0.74%	50
2015 Q2	$4.01M	Sell	37,170 -17,690	-32%	-$1.9M	0.73%	45
2015 Q1	$5.7M	Sell	54,860 -24,863	-31%	-$2.4M	1.02%	18
2014 Q4	$7.64M	Sell	79,723 -42,607	-35%	-$4.13M	0.91%	12
2014 Q3	$11.6M	Buy	122,330 +22,473	+23%	+$2.06M	0.69%	26
2014 Q2	$8.75M	Buy	99,857 +85,127	+578%	+$7.01M	0.39%	63
2014 Q1	$1.17M	Sell	14,730 -25,300	-63%	-$1.98M	0.03%	439
2013 Q4	$3.14M	Hold	40,030	–	–	0.06%	319
2013 Q3	$2.81M	Sell	40,030 -36,110	-47%	-$2.37M	0.05%	349
2013 Q2	$4.64M	Buy	+76,140	New	+$4.62M	0.06%	318

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

ACM

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Turner Investments's MCO Position: Q4 2015 in Review

Turner Investments sold out of Moody's (MCO) in Q4 2015, closing a stake of 37,170 shares — an estimated $3.65M sold.

Turner Investments first reported a position in MCO in Q2 2013 and held it in 10 quarters. The position peaked at $11.6M in Q3 2014. 528 funds tracked by Wall St. Rank hold MCO as of Q4 2015.

Turner Investments reported no remaining Moody's position as of Q4 2015 after selling out during the quarter.
Turner Investments sold 37,170 Moody's shares in Q4 2015, an estimated $3.65M.
Turner Investments first reported a position in Moody's in Q2 2013 and held it in 10 quarters.
Turner Investments's Moody's position peaked at $11.6M in Q3 2014.
528 funds tracked by Wall St. Rank held Moody's as of Q4 2015.

Based on Turner Investments's 13F filing for Q4 2015, filed 9 Feb 2016.