GWA
MHFI

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

Genesis 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
2015
Q2 		$20.1K Hold
200
– – 0.02% 287
2015
Q1 		$21K Sell
200
-100
-33% -$9.82K 0.02% 290
2014
Q4 		$31.1K Buy
+300
New +$26.3K 0.02% 265

Other funds holding MHFI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Genesis Wealth Advisors's MHFI Position: Q2 2015 in Review

Genesis Wealth Advisors held its MCGRAW-HILL FINANCIAL INC COM (MHFI) position steady in Q2 2015 at 200 shares worth $20.1K. The position accounts for 0.02% of the portfolio, ranked #287.

Genesis Wealth Advisors first reported a position in MHFI in Q4 2014 and has held it in 3 quarters since. The position peaked at $31.1K in Q4 2014. 590 funds tracked by Wall St. Rank hold MHFI as of Q2 2015.

  • Genesis Wealth Advisors held 200 shares of MCGRAW-HILL FINANCIAL INC COM worth $20.1K as of Q2 2015.
  • Genesis Wealth Advisors left its MCGRAW-HILL FINANCIAL INC COM share count unchanged in Q2 2015.
  • MCGRAW-HILL FINANCIAL INC COM made up 0.02% of Genesis Wealth Advisors's portfolio in Q2 2015, its #287 holding.
  • Genesis Wealth Advisors first reported a position in MCGRAW-HILL FINANCIAL INC COM in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's MCGRAW-HILL FINANCIAL INC COM position peaked at $31.1K in Q4 2014.
  • 590 funds tracked by Wall St. Rank held MCGRAW-HILL FINANCIAL INC COM as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.