EWM
MHFI

Evercore Wealth Management’s MCGRAW-HILL FINANCIAL INC COM MHFI Stock Holding History

Evercore Wealth 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
2016
Q2 		– Sell
-6,806
Closed -$674K – 1068
2016
Q1 		$674K Buy
6,806
+91
+1% +$8.16K 0.03% 208
2015
Q4 		$662K Hold
6,715
– – 0.03% 219
2015
Q3 		$581K Hold
6,715
– – 0.03% 237
2015
Q2 		$675K Sell
6,715
-290
-4% -$30.3K 0.03% 239
2015
Q1 		$724K Sell
7,005
-52
-0.7% -$5.11K 0.03% 225
2014
Q4 		$628K Hold
7,057
– – 0.03% 217
2014
Q3 		$595K Hold
7,057
– – 0.03% 241
2014
Q2 		$586K Hold
7,057
– – 0.03% 251
2014
Q1 		$537K Sell
7,057
-7,808
-53% -$611K 0.03% 253
2013
Q4 		$1.17M Buy
14,865
+7,760
+109% +$557K 0.06% 178
2013
Q3 		$467K Buy
7,105
+3,590
+102% +$218K 0.03% 284
2013
Q2 		$189K Buy
+3,515
New +$189K 0.01% 405

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

Evercore Wealth Management's MHFI Position: Q2 2016 in Review

Evercore Wealth Management sold out of MCGRAW-HILL FINANCIAL INC COM (MHFI) in Q2 2016, closing a stake of 6,806 shares — an estimated $674K sold.

Evercore Wealth Management first reported a position in MHFI in Q2 2013 and held it in 12 quarters. The position peaked at $1.17M in Q4 2013. 4 funds tracked by Wall St. Rank hold MHFI as of Q2 2016.

  • Evercore Wealth Management reported no remaining MCGRAW-HILL FINANCIAL INC COM position as of Q2 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 6,806 MCGRAW-HILL FINANCIAL INC COM shares in Q2 2016, an estimated $674K.
  • Evercore Wealth Management first reported a position in MCGRAW-HILL FINANCIAL INC COM in Q2 2013 and held it in 12 quarters.
  • Evercore Wealth Management's MCGRAW-HILL FINANCIAL INC COM position peaked at $1.17M in Q4 2013.
  • 4 funds tracked by Wall St. Rank held MCGRAW-HILL FINANCIAL INC COM as of Q2 2016.

Based on Evercore Wealth Management's 13F filing for Q2 2016, filed 1 Aug 2016.