Integrated Wealth Management (Palm Desert)’s MCGRAW-HILL FINANCIAL INC COM MHFI Stock Holding History

Integrated Wealth Management (Palm Desert)’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	-12,301	Closed	-$1.22M	–	1433
2016 Q1	$1.22M	Hold	12,301	–	–	0.51%	48
2015 Q4	$1.21M	Hold	12,301	–	–	0.52%	45
2015 Q3	$1.06M	Hold	12,301	–	–	0.47%	53
2015 Q2	$1.24M	Hold	12,301	–	–	0.48%	46
2015 Q1	$1.27M	Buy	+12,301	New	+$1.21M	0.53%	38

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

Integrated Wealth Management (Palm Desert)'s MHFI Position: Q2 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of MCGRAW-HILL FINANCIAL INC COM (MHFI) in Q2 2016, closing a stake of 12,301 shares — an estimated $1.22M sold.

Integrated Wealth Management (Palm Desert) first reported a position in MHFI in Q1 2015 and held it in 5 quarters. The position peaked at $1.27M in Q1 2015. 4 funds tracked by Wall St. Rank hold MHFI as of Q2 2016.

Integrated Wealth Management (Palm Desert) reported no remaining MCGRAW-HILL FINANCIAL INC COM position as of Q2 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 12,301 MCGRAW-HILL FINANCIAL INC COM shares in Q2 2016, an estimated $1.22M.
Integrated Wealth Management (Palm Desert) first reported a position in MCGRAW-HILL FINANCIAL INC COM in Q1 2015 and held it in 5 quarters.
Integrated Wealth Management (Palm Desert)'s MCGRAW-HILL FINANCIAL INC COM position peaked at $1.27M in Q1 2015.
4 funds tracked by Wall St. Rank held MCGRAW-HILL FINANCIAL INC COM as of Q2 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2016, filed 1 Aug 2016.