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

Lenox 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	–	Sell	-1	Closed	–	–	342
2015 Q1	$0	Hold	1	–	–	﹤0.01%	334
2014 Q4	$0	Sell	1 -63	-98%	-$5.53K	﹤0.01%	352
2014 Q3	$5K	Hold	64	–	–	﹤0.01%	239
2014 Q2	$5K	Hold	64	–	–	﹤0.01%	168
2014 Q1	$5K	Hold	64	–	–	﹤0.01%	172
2013 Q4	$5K	Hold	64	–	–	﹤0.01%	242
2013 Q3	$4K	Buy	64 +1	+2%	+$61	﹤0.01%	195
2013 Q2	$3K	Buy	+63	New	+$3.38K	﹤0.01%	218

Other funds holding MHFI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of MCGRAW-HILL FINANCIAL INC COM (MHFI) in Q2 2015, closing a stake of 1 share.

Lenox Wealth Advisors first reported a position in MHFI in Q2 2013 and held it in 8 quarters. The position peaked at $5K in Q3 2014. 590 funds tracked by Wall St. Rank hold MHFI as of Q2 2015.

Lenox Wealth Advisors reported no remaining MCGRAW-HILL FINANCIAL INC COM position as of Q2 2015 after selling out during the quarter.
Lenox Wealth Advisors sold 1 MCGRAW-HILL FINANCIAL INC COM share in Q2 2015.
Lenox Wealth Advisors first reported a position in MCGRAW-HILL FINANCIAL INC COM in Q2 2013 and held it in 8 quarters.
Lenox Wealth Advisors's MCGRAW-HILL FINANCIAL INC COM position peaked at $5K in Q3 2014.
590 funds tracked by Wall St. Rank held MCGRAW-HILL FINANCIAL INC COM as of Q2 2015.

Based on Lenox Wealth Advisors's 13F filing for Q2 2015, filed 9 Jul 2015.