Geneva Advisors’s Moody's MCO Stock Holding History

Geneva 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
2017 Q2	$9.23M	Sell	75,823 -3,159	-4%	-$370K	0.16%	93
2017 Q1	$8.85M	Sell	78,982 -3,954	-5%	-$424K	0.16%	100
2016 Q4	$7.82M	Sell	82,936 -3,952	-5%	-$399K	0.15%	97
2016 Q3	$9.41M	Sell	86,888 -6,832	-7%	-$718K	0.18%	94
2016 Q2	$8.78M	Sell	93,720 -5,644	-6%	-$545K	0.17%	93
2016 Q1	$9.6M	Sell	99,364 -5,162	-5%	-$464K	0.19%	89
2015 Q4	$10.5M	Buy	104,526 +4,784	+5%	+$479K	0.2%	90
2015 Q3	$9.79M	Buy	99,742 +5,245	+6%	+$558K	0.2%	91
2015 Q2	$10.2M	Sell	94,497 -655	-0.7%	-$70.5K	0.18%	93
2015 Q1	$9.88M	Sell	95,152 -5,706	-6%	-$551K	0.18%	97
2014 Q4	$9.66M	Buy	100,858 +6,025	+6%	+$584K	0.18%	94
2014 Q3	$8.96M	Buy	94,833 +1,013	+1%	+$92.8K	0.17%	99
2014 Q2	$8.22M	Buy	93,820 +91,030	+3,263%	+$7.5M	0.15%	104
2014 Q1	$221K	Buy	+2,790	New	+$218K	﹤0.01%	539

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 $97.9B AUM 20.73% 1-Year Est. Return

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

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

ACM

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Geneva Advisors's MCO Position: Q2 2017 in Review

Geneva Advisors reduced its Moody's (MCO) stake by 4% in Q2 2017, selling an estimated $370K and leaving 75,823 shares worth $9.23M. The position accounts for 0.16% of the portfolio, ranked #93.

Geneva Advisors first reported a position in MCO in Q1 2014 and has held it in 14 quarters since. The position peaked at $10.5M in Q4 2015. 546 funds tracked by Wall St. Rank hold MCO as of Q2 2017.

Geneva Advisors held 75,823 shares of Moody's worth $9.23M as of Q2 2017.
Geneva Advisors sold 3,159 Moody's shares in Q2 2017, an estimated $370K.
Moody's made up 0.16% of Geneva Advisors's portfolio in Q2 2017, its #93 holding.
Geneva Advisors first reported a position in Moody's in Q1 2014 and has held it in 14 quarters since.
Geneva Advisors's Moody's position peaked at $10.5M in Q4 2015.
546 funds tracked by Wall St. Rank held Moody's as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.