Creative Planning
MHFI

Creative Planning’s MCGRAW-HILL FINANCIAL INC COM MHFI Stock Holding History

Creative Planning’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
-16,263
Closed -$1.61M – 4714
2016
Q1 		$1.61M Buy
16,263
+1,064
+7% +$95.4K 0.01% 366
2015
Q4 		$1.5M Sell
15,199
-300
-2% -$28.4K 0.01% 386
2015
Q3 		$1.34M Buy
15,499
+336
+2% +$33.1K 0.01% 396
2015
Q2 		$1.52M Sell
15,163
-90
-0.6% -$9.4K 0.01% 362
2015
Q1 		$1.58M Buy
15,253
+3,989
+35% +$392K 0.01% 336
2014
Q4 		$1M Buy
11,264
+91
+0.8% +$7.99K 0.01% 450
2014
Q3 		$944K Buy
11,173
+86
+0.8% +$7.07K 0.01% 421
2014
Q2 		$921K Buy
11,087
+1,138
+11% +$89.7K 0.01% 413
2014
Q1 		$759K Sell
9,949
-625
-6% -$48.9K 0.01% 460
2013
Q4 		$827K Buy
10,574
+271
+3% +$19.5K 0.01% 362
2013
Q3 		$676K Buy
10,303
+243
+2% +$14.7K 0.01% 359
2013
Q2 		$535K Buy
+10,060
New +$540K 0.01% 390

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

Creative Planning's MHFI Position: Q2 2016 in Review

Creative Planning sold out of MCGRAW-HILL FINANCIAL INC COM (MHFI) in Q2 2016, closing a stake of 16,263 shares — an estimated $1.61M sold.

Creative Planning first reported a position in MHFI in Q2 2013 and held it in 12 quarters. The position peaked at $1.61M in Q1 2016. 4 funds tracked by Wall St. Rank hold MHFI as of Q2 2016.

  • Creative Planning reported no remaining MCGRAW-HILL FINANCIAL INC COM position as of Q2 2016 after selling out during the quarter.
  • Creative Planning sold 16,263 MCGRAW-HILL FINANCIAL INC COM shares in Q2 2016, an estimated $1.61M.
  • Creative Planning first reported a position in MCGRAW-HILL FINANCIAL INC COM in Q2 2013 and held it in 12 quarters.
  • Creative Planning's MCGRAW-HILL FINANCIAL INC COM position peaked at $1.61M in Q1 2016.
  • 4 funds tracked by Wall St. Rank held MCGRAW-HILL FINANCIAL INC COM as of Q2 2016.

Based on Creative Planning's 13F filing for Q2 2016, filed 12 Jul 2016.