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

Wakefield 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
2019
Q1 		– Sell
-111
Closed -$16K – 230
2018
Q4 		$16K Sell
111
-22,158
-100% -$3.34M 0.01% 191
2018
Q3 		$3.72M Buy
+22,269
New +$3.92M 1.46% 28

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

Wakefield Asset Management's MCO Position: Q1 2019 in Review

Wakefield Asset Management sold out of Moody's (MCO) in Q1 2019, closing a stake of 111 shares — an estimated $16K sold.

Wakefield Asset Management first reported a position in MCO in Q3 2018 and held it in 2 quarters. The position peaked at $3.72M in Q3 2018. 694 funds tracked by Wall St. Rank hold MCO as of Q1 2019.

  • Wakefield Asset Management reported no remaining Moody's position as of Q1 2019 after selling out during the quarter.
  • Wakefield Asset Management sold 111 Moody's shares in Q1 2019, an estimated $16K.
  • Wakefield Asset Management first reported a position in Moody's in Q3 2018 and held it in 2 quarters.
  • Wakefield Asset Management's Moody's position peaked at $3.72M in Q3 2018.
  • 694 funds tracked by Wall St. Rank held Moody's as of Q1 2019.

Based on Wakefield Asset Management's 13F filing for Q1 2019, filed 6 May 2019.