First Trust Advisors
MHFI

First Trust Advisors’s MCGRAW-HILL FINANCIAL INC COM MHFI Stock Holding History

First Trust 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
-101,470
Closed -$10M – 2479
2016
Q1 		$10M Buy
101,470
+78,952
+351% +$7.08M 0.03% 656
2015
Q4 		$2.22M Sell
22,518
-98,858
-81% -$9.37M 0.01% 1333
2015
Q3 		$10.5M Sell
121,376
-47,538
-28% -$4.68M 0.03% 627
2015
Q2 		$17M Buy
168,914
+131,277
+349% +$13.7M 0.04% 510
2015
Q1 		$3.89M Sell
37,637
-116,512
-76% -$11.4M 0.01% 1129
2014
Q4 		$13.7M Sell
154,149
-50,924
-25% -$4.47M 0.05% 558
2014
Q3 		$17.3M Buy
205,073
+106,159
+107% +$8.73M 0.07% 431
2014
Q2 		$8.21M Sell
98,914
-9,157
-8% -$722K 0.03% 755
2014
Q1 		$8.25M Buy
108,071
+48,928
+83% +$3.83M 0.04% 760
2013
Q4 		$4.63M Buy
+59,143
New +$4.25M 0.02% 994

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

First Trust Advisors's MHFI Position: Q2 2016 in Review

First Trust Advisors sold out of MCGRAW-HILL FINANCIAL INC COM (MHFI) in Q2 2016, closing a stake of 101,470 shares — an estimated $10M sold.

First Trust Advisors first reported a position in MHFI in Q4 2013 and held it in 10 quarters. The position peaked at $17.3M in Q3 2014. 4 funds tracked by Wall St. Rank hold MHFI as of Q2 2016.

  • First Trust Advisors reported no remaining MCGRAW-HILL FINANCIAL INC COM position as of Q2 2016 after selling out during the quarter.
  • First Trust Advisors sold 101,470 MCGRAW-HILL FINANCIAL INC COM shares in Q2 2016, an estimated $10M.
  • First Trust Advisors first reported a position in MCGRAW-HILL FINANCIAL INC COM in Q4 2013 and held it in 10 quarters.
  • First Trust Advisors's MCGRAW-HILL FINANCIAL INC COM position peaked at $17.3M in Q3 2014.
  • 4 funds tracked by Wall St. Rank held MCGRAW-HILL FINANCIAL INC COM as of Q2 2016.

Based on First Trust Advisors's 13F filing for Q2 2016, filed 4 Aug 2016.