WFG Advisors’s Moody's MCO Stock Holding History

WFG Advisors’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
2014 Q3	–	Sell	-245	Closed	-$21K	–	2146
2014 Q2	$21K	Buy	+245	New	+$20.2K	﹤0.01%	1256

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

CIFMU

Childrens Investment Fund Management (UK) London, United Kingdom $2.75B AUM 16.25% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

WFG Advisors's MCO Position: Q3 2014 in Review

WFG Advisors sold out of Moody's (MCO) in Q3 2014, closing a stake of 245 shares — an estimated $21K sold.

WFG Advisors first reported a position in MCO in Q2 2014 and held it in 1 quarter. The position peaked at $21K in Q2 2014. 470 funds tracked by Wall St. Rank hold MCO as of Q3 2014.

WFG Advisors reported no remaining Moody's position as of Q3 2014 after selling out during the quarter.
WFG Advisors sold 245 Moody's shares in Q3 2014, an estimated $21K.
WFG Advisors first reported a position in Moody's in Q2 2014 and held it in 1 quarter.
WFG Advisors's Moody's position peaked at $21K in Q2 2014.
470 funds tracked by Wall St. Rank held Moody's as of Q3 2014.

Based on WFG Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.