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Wealthfront’s Moody's MCO Stock Holding History

Wealthfront’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
Q3 		$1.22M Sell
7,280
-338
-4% -$59.4K 0.01% 217
2018
Q2 		$1.3M Buy
7,618
+2,432
+47% +$412K 0.01% 197
2018
Q1 		$837K Buy
5,186
+525
+11% +$85K 0.01% 286
2017
Q4 		$688K Buy
4,661
+328
+8% +$48.1K 0.01% 289
2017
Q3 		$603K Buy
4,333
+524
+14% +$68.9K 0.01% 293
2017
Q2 		$463K Buy
3,809
+663
+21% +$77.6K 0.01% 289
2017
Q1 		$352K Buy
3,146
+310
+11% +$33.2K 0.01% 303
2016
Q4 		$267K Sell
2,836
-668
-19% -$67.4K 0.01% 316
2016
Q3 		$379K Buy
3,504
+263
+8% +$27.7K 0.01% 236
2016
Q2 		$304K Buy
3,241
+841
+35% +$81.3K 0.01% 251
2016
Q1 		$232K Buy
2,400
+27
+1% +$2.43K 0.01% 290
2015
Q4 		$238K Sell
2,373
-355
-13% -$35.6K 0.01% 260
2015
Q3 		$268K Sell
2,728
-136
-5% -$14.5K 0.01% 216
2015
Q2 		$309K Buy
2,864
+633
+28% +$68.2K 0.01% 189
2015
Q1 		$232K Sell
2,231
-867
-28% -$83.8K 0.01% 214
2014
Q4 		$297K Buy
3,098
+1,751
+130% +$170K 0.02% 127
2014
Q3 		$127K Buy
1,347
+576
+75% +$52.8K 0.01% 247
2014
Q2 		$69K Buy
771
+100
+15% +$8.24K 0.01% 302
2014
Q1 		$54K Buy
+671
New +$52.5K 0.01% 246

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wealthfront's MCO Position: Q3 2018 in Review

Wealthfront reduced its Moody's (MCO) stake by 4.4% in Q3 2018, selling an estimated $59.4K and leaving 7,280 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #217.

Wealthfront first reported a position in MCO in Q1 2014 and has held it in 19 quarters since. The position peaked at $1.3M in Q2 2018. 685 funds tracked by Wall St. Rank hold MCO as of Q3 2018.

  • Wealthfront held 7,280 shares of Moody's worth $1.22M as of Q3 2018.
  • Wealthfront sold 338 Moody's shares in Q3 2018, an estimated $59.4K.
  • Moody's made up 0.01% of Wealthfront's portfolio in Q3 2018, its #217 holding.
  • Wealthfront first reported a position in Moody's in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's Moody's position peaked at $1.3M in Q2 2018.
  • 685 funds tracked by Wall St. Rank held Moody's as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.