LWM
MHFI

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

Lyons 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
2014
Q3 		– Sell
-14,632
Closed -$1.22M – 97
2014
Q2 		$1.22M Buy
+14,632
New +$1.15M 1.08% 14

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Lyons Wealth Management's MHFI Position: Q3 2014 in Review

Lyons Wealth Management sold out of MCGRAW-HILL FINANCIAL INC COM (MHFI) in Q3 2014, closing a stake of 14,632 shares — an estimated $1.22M sold.

Lyons Wealth Management first reported a position in MHFI in Q2 2014 and held it in 1 quarter. The position peaked at $1.22M in Q2 2014. 539 funds tracked by Wall St. Rank hold MHFI as of Q3 2014.

  • Lyons Wealth Management reported no remaining MCGRAW-HILL FINANCIAL INC COM position as of Q3 2014 after selling out during the quarter.
  • Lyons Wealth Management sold 14,632 MCGRAW-HILL FINANCIAL INC COM shares in Q3 2014, an estimated $1.22M.
  • Lyons Wealth Management first reported a position in MCGRAW-HILL FINANCIAL INC COM in Q2 2014 and held it in 1 quarter.
  • Lyons Wealth Management's MCGRAW-HILL FINANCIAL INC COM position peaked at $1.22M in Q2 2014.
  • 539 funds tracked by Wall St. Rank held MCGRAW-HILL FINANCIAL INC COM as of Q3 2014.

Based on Lyons Wealth Management's 13F filing for Q3 2014, filed 14 Nov 2014.