Winifred I. Li’s Moody's MCO Stock Holding History

Winifred I. Li’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 Q4	$809K	Sell	8,443 -100	-1%	-$9.7K	0.76%	35
2014 Q3	$808K	Sell	8,543 -281	-3%	-$25.7K	0.77%	32
2014 Q2	$773K	Buy	8,824 +1,220	+16%	+$101K	0.66%	48
2014 Q1	$603K	Buy	+7,604	New	+$595K	0.52%	64

Other funds holding MCO

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

ACM

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

Winifred I. Li's MCO Position: Q4 2014 in Review

Winifred I. Li reduced its Moody's (MCO) stake by 1.2% in Q4 2014, selling an estimated $9.7K and leaving 8,443 shares worth $809K. The position accounts for 0.76% of the portfolio, ranked #35.

Winifred I. Li first reported a position in MCO in Q1 2014 and has held it in 4 quarters since. 507 funds tracked by Wall St. Rank hold MCO as of Q4 2014.

Winifred I. Li held 8,443 shares of Moody's worth $809K as of Q4 2014.
Winifred I. Li sold 100 Moody's shares in Q4 2014, an estimated $9.7K.
Moody's made up 0.76% of Winifred I. Li's portfolio in Q4 2014, its #35 holding.
Winifred I. Li first reported a position in Moody's in Q1 2014 and has held it in 4 quarters since.
507 funds tracked by Wall St. Rank held Moody's as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.