Willingdon Wealth Management’s Moody's MCO Stock Holding History

Willingdon Wealth 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	-120	Closed	-$17K	–	381
2018 Q4	$17K	Sell	120 -167	-58%	-$25.2K	﹤0.01%	244
2018 Q3	$48K	Buy	+287	New	+$50.5K	0.01%	207
2016 Q1	–	Sell	-13,615	Closed	-$1.37M	–	110
2015 Q4	$1.37M	Buy	+13,615	New	+$1.36M	1.25%	38

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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

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

Willingdon Wealth Management's MCO Position: Q1 2019 in Review

Willingdon Wealth Management sold out of Moody's (MCO) in Q1 2019, closing a stake of 120 shares — an estimated $17K sold.

Willingdon Wealth Management first reported a position in MCO in Q4 2015 and held it in 3 quarters. The position peaked at $1.37M in Q4 2015. 694 funds tracked by Wall St. Rank hold MCO as of Q1 2019.

Willingdon Wealth Management reported no remaining Moody's position as of Q1 2019 after selling out during the quarter.
Willingdon Wealth Management sold 120 Moody's shares in Q1 2019, an estimated $17K.
Willingdon Wealth Management first reported a position in Moody's in Q4 2015 and held it in 3 quarters.
Willingdon Wealth Management's Moody's position peaked at $1.37M in Q4 2015.
694 funds tracked by Wall St. Rank held Moody's as of Q1 2019.

Based on Willingdon Wealth Management's 13F filing for Q1 2019, filed 9 May 2019.