CFA
MHFI

Carroll Financial Associates’s MCGRAW-HILL FINANCIAL INC COM MHFI Stock Holding History

Carroll Financial Associates’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
-651
Closed -$64K – 1285
2016
Q1 		$64K Buy
651
+78
+14% +$7K 0.01% 395
2015
Q4 		$56K Sell
573
-67
-10% -$6.35K 0.01% 381
2015
Q3 		$58K Buy
640
+14
+2% +$1.38K 0.01% 366
2015
Q2 		$63K Buy
626
+170
+37% +$17.8K 0.01% 335
2015
Q1 		$47K Hold
456
– – 0.02% 293
2014
Q4 		$43K Hold
456
– – 0.03% 263
2014
Q3 		$40K Hold
456
– – 0.01% 346
2014
Q2 		$38K Hold
456
– – 0.01% 362
2014
Q1 		$35K Buy
456
+380
+500% +$29.7K 0.01% 346
2013
Q4 		$5K Sell
76
-380
-83% -$27.3K ﹤0.01% 616
2013
Q3 		$29K Hold
456
– – 0.01% 374
2013
Q2 		$24K Buy
+456
New +$24.5K 0.01% 306

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

Carroll Financial Associates's MHFI Position: Q2 2016 in Review

Carroll Financial Associates sold out of MCGRAW-HILL FINANCIAL INC COM (MHFI) in Q2 2016, closing a stake of 651 shares — an estimated $64K sold.

Carroll Financial Associates first reported a position in MHFI in Q2 2013 and held it in 12 quarters. The position peaked at $64K in Q1 2016. 4 funds tracked by Wall St. Rank hold MHFI as of Q2 2016.

  • Carroll Financial Associates reported no remaining MCGRAW-HILL FINANCIAL INC COM position as of Q2 2016 after selling out during the quarter.
  • Carroll Financial Associates sold 651 MCGRAW-HILL FINANCIAL INC COM shares in Q2 2016, an estimated $64K.
  • Carroll Financial Associates first reported a position in MCGRAW-HILL FINANCIAL INC COM in Q2 2013 and held it in 12 quarters.
  • Carroll Financial Associates's MCGRAW-HILL FINANCIAL INC COM position peaked at $64K in Q1 2016.
  • 4 funds tracked by Wall St. Rank held MCGRAW-HILL FINANCIAL INC COM as of Q2 2016.

Based on Carroll Financial Associates's 13F filing for Q2 2016, filed 18 Jul 2016.