BRWA
MHFI

B. Riley Wealth Advisors’s MCGRAW-HILL FINANCIAL INC COM MHFI Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-146
Closed -$13 – 2540
2014
Q4 		$13 Buy
+146
New +$12.8K ﹤0.01% 2760
2014
Q3 		– Sell
-20
Closed -$1.66K – 2345
2014
Q2 		$1.66K Buy
+20
New +$1.58K ﹤0.01% 2247

Other funds holding MHFI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

B. Riley Wealth Advisors's MHFI Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of MCGRAW-HILL FINANCIAL INC COM (MHFI) in Q1 2015, closing a stake of 146 shares — an estimated $13 sold.

B. Riley Wealth Advisors first reported a position in MHFI in Q2 2014 and held it in 2 quarters. The position peaked at $1.66K in Q2 2014. 584 funds tracked by Wall St. Rank hold MHFI as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining MCGRAW-HILL FINANCIAL INC COM position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 146 MCGRAW-HILL FINANCIAL INC COM shares in Q1 2015, an estimated $13.
  • B. Riley Wealth Advisors first reported a position in MCGRAW-HILL FINANCIAL INC COM in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's MCGRAW-HILL FINANCIAL INC COM position peaked at $1.66K in Q2 2014.
  • 584 funds tracked by Wall St. Rank held MCGRAW-HILL FINANCIAL INC COM as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.