Yorktown Management & Research Company’s Moody's MCO Stock Holding History

Yorktown Management & Research Company’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
2017 Q4	–	Sell	-2,500	Closed	-$348K	–	392
2017 Q3	$348K	Hold	2,500	–	–	0.09%	170
2017 Q2	$304K	Hold	2,500	–	–	0.1%	151
2017 Q1	$280K	Hold	2,500	–	–	0.07%	194
2016 Q4	$236K	Hold	2,500	–	–	0.06%	287
2016 Q3	$271K	Hold	2,500	–	–	0.06%	190
2016 Q2	$234K	Hold	2,500	–	–	0.05%	243
2016 Q1	$241K	Hold	2,500	–	–	0.05%	285
2015 Q4	$251K	Hold	2,500	–	–	0.04%	312
2015 Q3	$246K	Hold	2,500	–	–	0.04%	342
2015 Q2	$270K	Hold	2,500	–	–	0.05%	320
2015 Q1	$260K	Hold	2,500	–	–	0.05%	309
2014 Q4	$240K	Hold	2,500	–	–	0.05%	313
2014 Q3	$236K	Hold	2,500	–	–	0.05%	334
2014 Q2	$219K	Buy	+2,500	New	+$206K	0.04%	412
2013 Q4	–	Sell	-2,500	Closed	-$176K	–	426
2013 Q3	$176K	Buy	+2,500	New	+$164K	0.04%	349

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

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

ACM

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Yorktown Management & Research Company's MCO Position: Q4 2017 in Review

Yorktown Management & Research Company sold out of Moody's (MCO) in Q4 2017, closing a stake of 2,500 shares — an estimated $348K sold.

Yorktown Management & Research Company first reported a position in MCO in Q3 2013 and held it in 15 quarters. The position peaked at $348K in Q3 2017. 647 funds tracked by Wall St. Rank hold MCO as of Q4 2017.

Yorktown Management & Research Company reported no remaining Moody's position as of Q4 2017 after selling out during the quarter.
Yorktown Management & Research Company sold 2,500 Moody's shares in Q4 2017, an estimated $348K.
Yorktown Management & Research Company first reported a position in Moody's in Q3 2013 and held it in 15 quarters.
Yorktown Management & Research Company's Moody's position peaked at $348K in Q3 2017.
647 funds tracked by Wall St. Rank held Moody's as of Q4 2017.

Based on Yorktown Management & Research Company's 13F filing for Q4 2017, filed 13 Feb 2018.