WealthOne’s Moody's MCO Stock Holding History

WealthOne’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	-23	Closed	-$3K	–	348
2018 Q4	$3K	Buy	+23	New	+$3.47K	﹤0.01%	530

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

ACM

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

WealthOne's MCO Position: Q1 2019 in Review

WealthOne sold out of Moody's (MCO) in Q1 2019, closing a stake of 23 shares — an estimated $3K sold.

WealthOne first reported a position in MCO in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 696 funds tracked by Wall St. Rank hold MCO as of Q1 2019.

WealthOne reported no remaining Moody's position as of Q1 2019 after selling out during the quarter.
WealthOne sold 23 Moody's shares in Q1 2019, an estimated $3K.
WealthOne first reported a position in Moody's in Q4 2018 and held it in 1 quarter.
WealthOne's Moody's position peaked at $3K in Q4 2018.
696 funds tracked by Wall St. Rank held Moody's as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.