Clifford Swan Investment Counsel’s MCGRAW-HILL FINANCIAL INC COM MHFI Stock Holding History

Clifford Swan Investment Counsel’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	-8,040	Closed	-$796K	–	276
2016 Q1	$796K	Hold	8,040	–	–	0.05%	155
2015 Q4	$793K	Sell	8,040 -950	-11%	-$90K	0.05%	164
2015 Q3	$778K	Buy	8,990 +600	+7%	+$59K	0.06%	155
2015 Q2	$843K	Hold	8,390	–	–	0.06%	150
2015 Q1	$868K	Hold	8,390	–	–	0.06%	149
2014 Q4	$747K	Sell	8,390 -180	-2%	-$15.8K	0.05%	160
2014 Q3	$724K	Hold	8,570	–	–	0.05%	154
2014 Q2	$712K	Hold	8,570	–	–	0.05%	159
2014 Q1	$654K	Hold	8,570	–	–	0.05%	162
2013 Q4	$670K	Hold	8,570	–	–	0.05%	145
2013 Q3	$562K	Sell	8,570 -200	-2%	-$12.1K	0.04%	154
2013 Q2	$466K	Buy	+8,770	New	+$471K	0.04%	163

Other funds holding MHFI

LMR Partners London, United Kingdom $45.4B AUM 60.47% 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 16.21% 1-Year Est. Return

HRC

Hoertkorn Richard Charles $149M AUM 77.22% 1-Year Est. Return

Clifford Swan Investment Counsel's MHFI Position: Q2 2016 in Review

Clifford Swan Investment Counsel sold out of MCGRAW-HILL FINANCIAL INC COM (MHFI) in Q2 2016, closing a stake of 8,040 shares — an estimated $796K sold.

Clifford Swan Investment Counsel first reported a position in MHFI in Q2 2013 and held it in 12 quarters. The position peaked at $868K in Q1 2015. 4 funds tracked by Wall St. Rank hold MHFI as of Q2 2016.

Clifford Swan Investment Counsel reported no remaining MCGRAW-HILL FINANCIAL INC COM position as of Q2 2016 after selling out during the quarter.
Clifford Swan Investment Counsel sold 8,040 MCGRAW-HILL FINANCIAL INC COM shares in Q2 2016, an estimated $796K.
Clifford Swan Investment Counsel first reported a position in MCGRAW-HILL FINANCIAL INC COM in Q2 2013 and held it in 12 quarters.
Clifford Swan Investment Counsel's MCGRAW-HILL FINANCIAL INC COM position peaked at $868K in Q1 2015.
4 funds tracked by Wall St. Rank held MCGRAW-HILL FINANCIAL INC COM as of Q2 2016.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2016, filed 10 Aug 2016.