OIA
MHFI

Optimum Investment Advisors’s MCGRAW-HILL FINANCIAL INC COM MHFI Stock Holding History

Optimum Investment 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
Q1 		$5K Hold
50
– – ﹤0.01% 898
2014
Q4 		$4K Hold
50
– – ﹤0.01% 935
2014
Q3 		$4K Hold
50
– – ﹤0.01% 862
2014
Q2 		$4K Hold
50
– – ﹤0.01% 866
2014
Q1 		$4K Hold
50
– – ﹤0.01% 690
2013
Q4 		$4K Hold
50
– – ﹤0.01% 693
2013
Q3 		$3K Buy
+50
New +$3.03K ﹤0.01% 674

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Jennison Associates
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

Optimum Investment Advisors's MHFI Position: Q1 2015 in Review

Optimum Investment Advisors held its MCGRAW-HILL FINANCIAL INC COM (MHFI) position steady in Q1 2015 at 50 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

Optimum Investment Advisors first reported a position in MHFI in Q3 2013 and has held it in 7 quarters since. 584 funds tracked by Wall St. Rank hold MHFI as of Q1 2015.

  • Optimum Investment Advisors held 50 shares of MCGRAW-HILL FINANCIAL INC COM worth $5K as of Q1 2015.
  • Optimum Investment Advisors left its MCGRAW-HILL FINANCIAL INC COM share count unchanged in Q1 2015.
  • MCGRAW-HILL FINANCIAL INC COM made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #898 holding.
  • Optimum Investment Advisors first reported a position in MCGRAW-HILL FINANCIAL INC COM in Q3 2013 and has held it in 7 quarters since.
  • 584 funds tracked by Wall St. Rank held MCGRAW-HILL FINANCIAL INC COM as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.