UBS’s Moody's MCO Stock Holding History

UBS’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	$274K	Sell	2,900 -1,000	-26%	-$91.6K	﹤0.01%	4863
2014 Q2	$342K	Sell	3,900 -6,500	-63%	-$536K	﹤0.01%	4601
2014 Q1	$825K	Buy	10,400 +1,500	+17%	+$117K	﹤0.01%	3686
2013 Q4	$698K	Buy	8,900 +3,000	+51%	+$220K	﹤0.01%	3946
2013 Q3	$415K	Sell	5,900 -8,400	-59%	-$551K	﹤0.01%	4354
2013 Q2	$871K	Buy	+14,300	New	+$868K	﹤0.01%	3497

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

UBS's MCO Position: Q3 2014 in Review

UBS increased its Moody's (MCO) stake by 60% in Q3 2014, buying an estimated $3.89M and bringing the position to 112,923 shares worth $10.7M. The position accounts for 0.01% of the portfolio, ranked #1401.

UBS first reported a position in MCO in Q2 2013 and has held it in 6 quarters since. The position peaked at $14.4M in Q4 2013. 471 funds tracked by Wall St. Rank hold MCO as of Q3 2014.

UBS held 112,923 shares of Moody's worth $10.7M as of Q3 2014.
UBS bought 42,478 Moody's shares in Q3 2014, an estimated $3.89M.
Moody's made up 0.01% of UBS's portfolio in Q3 2014, its #1401 holding.
UBS first reported a position in Moody's in Q2 2013 and has held it in 6 quarters since.
UBS's Moody's position peaked at $14.4M in Q4 2013.
471 funds tracked by Wall St. Rank held Moody's as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.