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Wilmington Trust’s Moody's MCO Stock Holding History

Wilmington Trust’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
Q2 		$759K Sell
8,663
-1,000
-10% -$82.4K 0.01% 442
2014
Q1 		$766K Sell
9,663
-78
-0.8% -$6.11K 0.01% 420
2013
Q4 		$764K Hold
9,741
– – 0.01% 424
2013
Q3 		$685K Sell
9,741
-260
-3% -$17.1K 0.01% 431
2013
Q2 		$610K Buy
+10,001
New +$607K 0.01% 430

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIFMU
Childrens Investment Fund Management (UK) London, United Kingdom $2.75B AUM 16.25% 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
JP Morgan Chase
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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wilmington Trust's MCO Position: Q2 2014 in Review

Wilmington Trust reduced its Moody's (MCO) stake by 10% in Q2 2014, selling an estimated $82.4K and leaving 8,663 shares worth $759K. The position accounts for 0.01% of the portfolio, ranked #442.

Wilmington Trust first reported a position in MCO in Q2 2013 and has held it in 5 quarters since. The position peaked at $766K in Q1 2014. 449 funds tracked by Wall St. Rank hold MCO as of Q2 2014.

  • Wilmington Trust held 8,663 shares of Moody's worth $759K as of Q2 2014.
  • Wilmington Trust sold 1,000 Moody's shares in Q2 2014, an estimated $82.4K.
  • Moody's made up 0.01% of Wilmington Trust's portfolio in Q2 2014, its #442 holding.
  • Wilmington Trust first reported a position in Moody's in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust's Moody's position peaked at $766K in Q1 2014.
  • 449 funds tracked by Wall St. Rank held Moody's as of Q2 2014.

Based on Wilmington Trust's 13F filing for Q2 2014, filed 13 Aug 2014.