BWP
MHFI

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

Baldwin Wealth 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
-79,043
Closed -$7.82M – 516
2016
Q1 		$7.82M Sell
79,043
-1,764
-2% -$158K 1.4% 23
2015
Q4 		$7.97M Sell
80,807
-8,980
-10% -$851K 1.3% 25
2015
Q3 		$7.77M Sell
89,787
-4,660
-5% -$458K 1.31% 28
2015
Q2 		$9.49M Buy
94,447
+1,273
+1% +$133K 1.41% 24
2015
Q1 		$9.63M Buy
93,174
+15,490
+20% +$1.52M 1.42% 25
2014
Q4 		$6.91M Sell
77,684
-10,700
-12% -$940K 1% 34
2014
Q3 		$7.46M Buy
88,384
+9,224
+12% +$758K 1.06% 33
2014
Q2 		$6.57M Buy
79,160
+59,705
+307% +$4.71M 0.98% 36
2014
Q1 		$1.48M Buy
19,455
+5,125
+36% +$401K 0.24% 87
2013
Q4 		$1.12M Buy
+14,330
New +$1.03M 0.18% 115

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

Baldwin Wealth Partners's MHFI Position: Q2 2016 in Review

Baldwin Wealth Partners sold out of MCGRAW-HILL FINANCIAL INC COM (MHFI) in Q2 2016, closing a stake of 79,043 shares — an estimated $7.82M sold.

Baldwin Wealth Partners first reported a position in MHFI in Q4 2013 and held it in 10 quarters. The position peaked at $9.63M in Q1 2015. 4 funds tracked by Wall St. Rank hold MHFI as of Q2 2016.

  • Baldwin Wealth Partners reported no remaining MCGRAW-HILL FINANCIAL INC COM position as of Q2 2016 after selling out during the quarter.
  • Baldwin Wealth Partners sold 79,043 MCGRAW-HILL FINANCIAL INC COM shares in Q2 2016, an estimated $7.82M.
  • Baldwin Wealth Partners first reported a position in MCGRAW-HILL FINANCIAL INC COM in Q4 2013 and held it in 10 quarters.
  • Baldwin Wealth Partners's MCGRAW-HILL FINANCIAL INC COM position peaked at $9.63M in Q1 2015.
  • 4 funds tracked by Wall St. Rank held MCGRAW-HILL FINANCIAL INC COM as of Q2 2016.

Based on Baldwin Wealth Partners's 13F filing for Q2 2016, filed 11 Aug 2016.