EWA
MHFI

Exencial Wealth Advisors’s MCGRAW-HILL FINANCIAL INC COM MHFI Stock Holding History

Exencial Wealth Advisors’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
-32,665
Closed -$3.23M – 171
2016
Q1 		$3.23M Buy
32,665
+570
+2% +$51.1K 1.52% 18
2015
Q4 		$2.84M Buy
32,095
+356
+1% +$33.7K 1.41% 21
2015
Q3 		$2.75M Buy
31,739
+437
+1% +$43K 1.34% 27
2015
Q2 		$3.33M Sell
31,302
-5,178
-14% -$541K 2.11% 10
2015
Q1 		$3.76M Sell
36,480
-3,520
-9% -$346K 1.58% 14
2014
Q4 		$3.48M Sell
40,000
-1,657
-4% -$146K 1.54% 16
2014
Q3 		$3.52M Sell
41,657
-294
-0.7% -$24.2K 1.55% 15
2014
Q2 		$3.45M Sell
41,951
-1,946
-4% -$153K 1.47% 17
2014
Q1 		$3.31M Sell
43,897
-885
-2% -$69.2K 1.38% 23
2013
Q4 		$3.43M Sell
44,782
-2,335
-5% -$168K 1.55% 20
2013
Q3 		$3.35M Buy
47,117
+322
+0.7% +$19.5K 1.57% 20
2013
Q2 		$2.98M Buy
+46,795
New +$2.51M 1.47% 25

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

Exencial Wealth Advisors's MHFI Position: Q2 2016 in Review

Exencial Wealth Advisors sold out of MCGRAW-HILL FINANCIAL INC COM (MHFI) in Q2 2016, closing a stake of 32,665 shares — an estimated $3.23M sold.

Exencial Wealth Advisors first reported a position in MHFI in Q2 2013 and held it in 12 quarters. The position peaked at $3.76M in Q1 2015. 4 funds tracked by Wall St. Rank hold MHFI as of Q2 2016.

  • Exencial Wealth Advisors reported no remaining MCGRAW-HILL FINANCIAL INC COM position as of Q2 2016 after selling out during the quarter.
  • Exencial Wealth Advisors sold 32,665 MCGRAW-HILL FINANCIAL INC COM shares in Q2 2016, an estimated $3.23M.
  • Exencial Wealth Advisors first reported a position in MCGRAW-HILL FINANCIAL INC COM in Q2 2013 and held it in 12 quarters.
  • Exencial Wealth Advisors's MCGRAW-HILL FINANCIAL INC COM position peaked at $3.76M in Q1 2015.
  • 4 funds tracked by Wall St. Rank held MCGRAW-HILL FINANCIAL INC COM as of Q2 2016.

Based on Exencial Wealth Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.