AP
MHFI

Appleton Partners’s MCGRAW-HILL FINANCIAL INC COM MHFI Stock Holding History

Appleton Partners’s Portfolio MHFI Stock Details MHFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-3,985
Closed -$394K – 210
2016
Q1 		$394K Sell
3,985
-225
-5% -$20.2K 0.08% 154
2015
Q4 		$415K Hold
4,210
– – 0.08% 159
2015
Q3 		$364K Buy
4,210
+1,760
+72% +$173K 0.08% 156
2015
Q2 		$246K Hold
2,450
– – 0.06% 166
2015
Q1 		$253K Sell
2,450
-1,000
-29% -$98.2K 0.06% 161
2014
Q4 		$307K Hold
3,450
– – 0.07% 149
2014
Q3 		$291K Hold
3,450
– – 0.07% 150
2014
Q2 		$286K Hold
3,450
– – 0.07% 146
2014
Q1 		$263K Sell
3,450
-532
-13% -$41.6K 0.06% 151
2013
Q4 		$311K Hold
3,982
– – 0.07% 133
2013
Q3 		$261K Hold
3,982
– – 0.07% 137
2013
Q2 		$212K Buy
+3,982
New +$214K 0.06% 145

Other funds holding MHFI

LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
RCM
Riverhead Capital Management Wilmington, Delaware $2.71B AUM 2.34% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
HRC
Hoertkorn Richard Charles $149M AUM 77.22% 1-Year Est. Return

Appleton Partners's MHFI Position: Q2 2016 in Review

Appleton Partners sold out of MCGRAW-HILL FINANCIAL INC COM (MHFI) in Q2 2016, closing a stake of 3,985 shares — an estimated $394K sold.

Appleton Partners first reported a position in MHFI in Q2 2013 and held it in 12 quarters. The position peaked at $415K in Q4 2015. 4 funds tracked by Wall St. Rank hold MHFI as of Q2 2016.

  • Appleton Partners reported no remaining MCGRAW-HILL FINANCIAL INC COM position as of Q2 2016 after selling out during the quarter.
  • Appleton Partners sold 3,985 MCGRAW-HILL FINANCIAL INC COM shares in Q2 2016, an estimated $394K.
  • Appleton Partners first reported a position in MCGRAW-HILL FINANCIAL INC COM in Q2 2013 and held it in 12 quarters.
  • Appleton Partners's MCGRAW-HILL FINANCIAL INC COM position peaked at $415K in Q4 2015.
  • 4 funds tracked by Wall St. Rank held MCGRAW-HILL FINANCIAL INC COM as of Q2 2016.

Based on Appleton Partners's 13F filing for Q2 2016, filed 3 Aug 2016.