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Geneva Advisors, LLC: MCO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneva Advisors, LLC on MCO, newest first. How the timeline and the estimate are built.

Geneva Advisors, LLC held 75,823 MCO shares at 2017-06-30 per its 13F-HR filed 2017-08-07.

the latest 13F is the newest step

  1. period ended2017-06-30
    13F 75,823 shares
    Change vs previous 13F -3,159 shares

    0.16% of the 13F portfolio, value $9,226,000.

    13F-HR 0001144204-17-040796 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2017-03-31
    13F 78,982 shares
    Change vs previous 13F -3,954 shares

    0.16% of the 13F portfolio, value $8,849,000.

    13F-HR 0001144204-17-023557 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2016-12-31
    13F 82,936 shares
    Change vs previous 13F -3,952 shares

    0.15% of the 13F portfolio, value $7,818,000.

    13F-HR 0001144204-17-007302 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2016-09-30
    13F 86,888 shares
    Change vs previous 13F -6,832 shares

    0.18% of the 13F portfolio, value $9,408,000.

    13F-HR 0001144204-16-132719 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2016-06-30
    13F 93,720 shares
    Change vs previous 13F -5,644 shares

    0.17% of the 13F portfolio, value $8,783,000.

    13F-HR 0001144204-16-117161 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2016-03-31
    13F 99,364 shares
    Change vs previous 13F -5,162 shares

    0.19% of the 13F portfolio, value $9,595,000.

    13F-HR 0001144204-16-098533 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2015-12-31
    13F 104,526 shares
    Change vs previous 13F +4,784 shares

    0.2% of the 13F portfolio, value $10,488,000.

    13F-HR 0001144204-16-078984 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2015-09-30
    13F 99,742 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $9,795,000.

    13F-HR 0001144204-15-062408 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).