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

Excalibur 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	-5,000	Closed	-$495K	–	72
2016 Q1	$495K	Hold	5,000	–	–	0.44%	39
2015 Q4	$493K	Hold	5,000	–	–	0.46%	35
2015 Q3	$432K	Hold	5,000	–	–	0.43%	37
2015 Q2	$502K	Hold	5,000	–	–	0.47%	35
2015 Q1	$517K	Hold	5,000	–	–	0.5%	34
2014 Q4	$445K	Hold	5,000	–	–	0.45%	38
2014 Q3	$422K	Hold	5,000	–	–	0.43%	38
2014 Q2	$415K	Hold	5,000	–	–	0.43%	38
2014 Q1	$381K	Hold	5,000	–	–	0.42%	38
2013 Q4	$391K	Hold	5,000	–	–	0.43%	37
2013 Q3	$559K	Hold	5,000	–	–	0.66%	31
2013 Q2	$559K	Buy	+5,000	New	+$268K	0.69%	31

Other funds holding MHFI

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

Excalibur Management's MHFI Position: Q2 2016 in Review

Excalibur Management sold out of MCGRAW-HILL FINANCIAL INC COM (MHFI) in Q2 2016, closing a stake of 5,000 shares — an estimated $495K sold.

Excalibur Management first reported a position in MHFI in Q2 2013 and held it in 12 quarters. The position peaked at $559K in Q3 2013. 4 funds tracked by Wall St. Rank hold MHFI as of Q2 2016.

Excalibur Management reported no remaining MCGRAW-HILL FINANCIAL INC COM position as of Q2 2016 after selling out during the quarter.
Excalibur Management sold 5,000 MCGRAW-HILL FINANCIAL INC COM shares in Q2 2016, an estimated $495K.
Excalibur Management first reported a position in MCGRAW-HILL FINANCIAL INC COM in Q2 2013 and held it in 12 quarters.
Excalibur Management's MCGRAW-HILL FINANCIAL INC COM position peaked at $559K in Q3 2013.
4 funds tracked by Wall St. Rank held MCGRAW-HILL FINANCIAL INC COM as of Q2 2016.

Based on Excalibur Management's 13F filing for Q2 2016, filed 25 Jul 2016.