Visionary Asset Management’s Moody's MCO Stock Holding History

Visionary Asset 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
2018 Q4	–	Sell	-1,862	Closed	-$311K	–	209
2018 Q3	$311K	Buy	1,862 +76	+4%	+$13.4K	0.1%	194
2018 Q2	$305K	Buy	1,786 +3	+0.2%	+$508	0.1%	173
2018 Q1	$287K	Sell	1,783 -73	-4%	-$11.8K	0.09%	172
2017 Q4	$274K	Buy	1,856 +4	+0.2%	+$586	0.08%	173
2017 Q3	$258K	Buy	1,852 +104	+6%	+$13.7K	0.08%	169
2017 Q2	$213K	Buy	+1,748	New	+$205K	0.06%	175
2014 Q3	–	Sell	-44	Closed	-$4K	–	252
2014 Q2	$4K	Buy	+44	New	+$3.63K	﹤0.01%	336

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Visionary Asset Management's MCO Position: Q4 2018 in Review

Visionary Asset Management sold out of Moody's (MCO) in Q4 2018, closing a stake of 1,862 shares — an estimated $311K sold.

Visionary Asset Management first reported a position in MCO in Q2 2014 and held it in 7 quarters. The position peaked at $311K in Q3 2018. 658 funds tracked by Wall St. Rank hold MCO as of Q4 2018.

Visionary Asset Management reported no remaining Moody's position as of Q4 2018 after selling out during the quarter.
Visionary Asset Management sold 1,862 Moody's shares in Q4 2018, an estimated $311K.
Visionary Asset Management first reported a position in Moody's in Q2 2014 and held it in 7 quarters.
Visionary Asset Management's Moody's position peaked at $311K in Q3 2018.
658 funds tracked by Wall St. Rank held Moody's as of Q4 2018.

Based on Visionary Asset Management's 13F filing for Q4 2018, filed 11 Jan 2019.