GWM
MHFI

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

Gupta 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
Q1 		– Sell
-35
Closed -$3K – 1351
2015
Q4 		$3K Hold
35
– – ﹤0.01% 1100
2015
Q3 		$3K Hold
35
– – ﹤0.01% 1117
2015
Q2 		$4K Buy
35
+15
+75% +$1.57K ﹤0.01% 1060
2015
Q1 		$2K Buy
+20
New +$1.96K ﹤0.01% 1066

Other funds holding MHFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Gupta Wealth Management's MHFI Position: Q1 2016 in Review

Gupta Wealth Management sold out of MCGRAW-HILL FINANCIAL INC COM (MHFI) in Q1 2016, closing a stake of 35 shares — an estimated $3K sold.

Gupta Wealth Management first reported a position in MHFI in Q1 2015 and held it in 4 quarters. The position peaked at $4K in Q2 2015. 531 funds tracked by Wall St. Rank hold MHFI as of Q1 2016.

  • Gupta Wealth Management reported no remaining MCGRAW-HILL FINANCIAL INC COM position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 35 MCGRAW-HILL FINANCIAL INC COM shares in Q1 2016, an estimated $3K.
  • Gupta Wealth Management first reported a position in MCGRAW-HILL FINANCIAL INC COM in Q1 2015 and held it in 4 quarters.
  • Gupta Wealth Management's MCGRAW-HILL FINANCIAL INC COM position peaked at $4K in Q2 2015.
  • 531 funds tracked by Wall St. Rank held MCGRAW-HILL FINANCIAL INC COM as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.