Virtus Fund Advisers’s Moody's MCO Stock Holding History

Virtus Fund Advisers’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	$28K	Hold	191	–	–	﹤0.01%	565
2017 Q3	$27K	Sell	191 -555	-74%	-$72.9K	﹤0.01%	454
2017 Q2	$92K	Hold	746	–	–	﹤0.01%	434
2017 Q1	$84K	Hold	746	–	–	﹤0.01%	443
2016 Q4	$70K	Hold	746	–	–	﹤0.01%	451
2016 Q3	$81K	Hold	746	–	–	﹤0.01%	447
2016 Q2	$70K	Hold	746	–	–	﹤0.01%	447
2016 Q1	$72K	Hold	746	–	–	﹤0.01%	446
2015 Q4	$75K	Hold	746	–	–	﹤0.01%	424
2015 Q3	$73K	Hold	746	–	–	﹤0.01%	415
2015 Q2	$81K	Hold	746	–	–	﹤0.01%	431
2015 Q1	$77K	Sell	746 -215	-22%	-$20.8K	﹤0.01%	602
2014 Q4	$92K	Hold	961	–	–	﹤0.01%	606
2014 Q3	$91K	Sell	961 -1,673	-64%	-$153K	﹤0.01%	623
2014 Q2	$231K	Buy	+2,634	New	+$217K	﹤0.01%	922

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 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 $75.4B AUM 14.46% 1-Year Est. Return

Virtus Fund Advisers's MCO Position: Q4 2017 in Review

Virtus Fund Advisers held its Moody's (MCO) position steady in Q4 2017 at 191 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Virtus Fund Advisers first reported a position in MCO in Q2 2014 and has held it in 15 quarters since. The position peaked at $231K in Q2 2014. 647 funds tracked by Wall St. Rank hold MCO as of Q4 2017.

Virtus Fund Advisers held 191 shares of Moody's worth $28K as of Q4 2017.
Virtus Fund Advisers left its Moody's share count unchanged in Q4 2017.
Moody's made up ﹤0.01% of Virtus Fund Advisers's portfolio in Q4 2017, its #565 holding.
Virtus Fund Advisers first reported a position in Moody's in Q2 2014 and has held it in 15 quarters since.
Virtus Fund Advisers's Moody's position peaked at $231K in Q2 2014.
647 funds tracked by Wall St. Rank held Moody's as of Q4 2017.

Based on Virtus Fund Advisers's 13F filing for Q4 2017, filed 9 Feb 2018.