Carson Wealth (CWM LLC)
MHFI

Carson Wealth (CWM LLC)’s MCGRAW-HILL FINANCIAL INC COM MHFI Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		– Sell
-12
Closed -$1K – 852
2015
Q4 		$1K Buy
+12
New +$1.14K ﹤0.01% 679

Other funds holding MHFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MHFI Position: Q1 2016 in Review

Carson Wealth (CWM LLC) sold out of MCGRAW-HILL FINANCIAL INC COM (MHFI) in Q1 2016, closing a stake of 12 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in MHFI in Q4 2015 and held it in 1 quarter. The position peaked at $1K in Q4 2015. 531 funds tracked by Wall St. Rank hold MHFI as of Q1 2016.

  • Carson Wealth (CWM LLC) reported no remaining MCGRAW-HILL FINANCIAL INC COM position as of Q1 2016 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 12 MCGRAW-HILL FINANCIAL INC COM shares in Q1 2016, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in MCGRAW-HILL FINANCIAL INC COM in Q4 2015 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s MCGRAW-HILL FINANCIAL INC COM position peaked at $1K in Q4 2015.
  • 531 funds tracked by Wall St. Rank held MCGRAW-HILL FINANCIAL INC COM as of Q1 2016.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2016, filed 18 Apr 2016.