SEI Trust Company’s Moody's MCO Stock Holding History

SEI Trust 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
2014 Q3	$2.03M	Buy	21,500 +8,115	+61%	+$744K	0.02%	655
2014 Q2	$1.17M	Sell	13,385 -49,815	-79%	-$4.1M	0.01%	854
2014 Q1	$5.01M	Buy	63,200 +3,500	+6%	+$274K	0.05%	401
2013 Q4	$4.68M	Sell	59,700 -25,500	-30%	-$1.87M	0.04%	438
2013 Q3	$5.99M	Buy	85,200 +18,200	+27%	+$1.19M	0.07%	344
2013 Q2	$4.08M	Buy	+67,000	New	+$4.07M	0.05%	374

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACM

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

SEI Trust Company's MCO Position: Q3 2014 in Review

SEI Trust Company increased its Moody's (MCO) stake by 61% in Q3 2014, buying an estimated $744K and bringing the position to 21,500 shares worth $2.03M. The position accounts for 0.02% of the portfolio, ranked #655.

SEI Trust Company first reported a position in MCO in Q2 2013 and has held it in 6 quarters since. The position peaked at $5.99M in Q3 2013. 471 funds tracked by Wall St. Rank hold MCO as of Q3 2014.

SEI Trust Company held 21,500 shares of Moody's worth $2.03M as of Q3 2014.
SEI Trust Company bought 8,115 Moody's shares in Q3 2014, an estimated $744K.
Moody's made up 0.02% of SEI Trust Company's portfolio in Q3 2014, its #655 holding.
SEI Trust Company first reported a position in Moody's in Q2 2013 and has held it in 6 quarters since.
SEI Trust Company's Moody's position peaked at $5.99M in Q3 2013.
471 funds tracked by Wall St. Rank held Moody's as of Q3 2014.

Based on SEI Trust Company's 13F filing for Q3 2014, filed 28 Oct 2014.