JWM
MHFI

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

Jacobus 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
2015
Q3 		– Sell
-1,000
Closed -$100K – 319
2015
Q2 		$100K Hold
1,000
– – 0.02% 313
2015
Q1 		$103K Buy
+1,000
New +$98.2K 0.03% 296

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

Jacobus Wealth Management's MHFI Position: Q3 2015 in Review

Jacobus Wealth Management sold out of MCGRAW-HILL FINANCIAL INC COM (MHFI) in Q3 2015, closing a stake of 1,000 shares — an estimated $100K sold.

Jacobus Wealth Management first reported a position in MHFI in Q1 2015 and held it in 2 quarters. The position peaked at $103K in Q1 2015. 554 funds tracked by Wall St. Rank hold MHFI as of Q3 2015.

  • Jacobus Wealth Management reported no remaining MCGRAW-HILL FINANCIAL INC COM position as of Q3 2015 after selling out during the quarter.
  • Jacobus Wealth Management sold 1,000 MCGRAW-HILL FINANCIAL INC COM shares in Q3 2015, an estimated $100K.
  • Jacobus Wealth Management first reported a position in MCGRAW-HILL FINANCIAL INC COM in Q1 2015 and held it in 2 quarters.
  • Jacobus Wealth Management's MCGRAW-HILL FINANCIAL INC COM position peaked at $103K in Q1 2015.
  • 554 funds tracked by Wall St. Rank held MCGRAW-HILL FINANCIAL INC COM as of Q3 2015.

Based on Jacobus Wealth Management's 13F filing for Q3 2015, filed 9 Nov 2015.