Barrett Asset Management’s MCGRAW-HILL FINANCIAL INC COM MHFI Stock Holding History

Barrett Asset Management’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	-1,800	Closed	-$160K	–	395
2014 Q4	$160K	Hold	1,800	–	–	0.01%	173
2014 Q3	$152K	Hold	1,800	–	–	0.01%	175
2014 Q2	$149K	Hold	1,800	–	–	0.01%	177
2014 Q1	$137K	Hold	1,800	–	–	0.01%	177
2013 Q4	$141K	Hold	1,800	–	–	0.01%	168
2013 Q3	$118K	Hold	1,800	–	–	0.01%	182
2013 Q2	$96K	Buy	+1,800	New	+$96.6K	0.01%	195

Other funds holding MHFI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

Barrett Asset Management's MHFI Position: Q1 2015 in Review

Barrett Asset Management sold out of MCGRAW-HILL FINANCIAL INC COM (MHFI) in Q1 2015, closing a stake of 1,800 shares — an estimated $160K sold.

Barrett Asset Management first reported a position in MHFI in Q2 2013 and held it in 7 quarters. The position peaked at $160K in Q4 2014. 584 funds tracked by Wall St. Rank hold MHFI as of Q1 2015.

Barrett Asset Management reported no remaining MCGRAW-HILL FINANCIAL INC COM position as of Q1 2015 after selling out during the quarter.
Barrett Asset Management sold 1,800 MCGRAW-HILL FINANCIAL INC COM shares in Q1 2015, an estimated $160K.
Barrett Asset Management first reported a position in MCGRAW-HILL FINANCIAL INC COM in Q2 2013 and held it in 7 quarters.
Barrett Asset Management's MCGRAW-HILL FINANCIAL INC COM position peaked at $160K in Q4 2014.
584 funds tracked by Wall St. Rank held MCGRAW-HILL FINANCIAL INC COM as of Q1 2015.

Based on Barrett Asset Management's 13F filing for Q1 2015, filed 7 May 2015.