PI
MHFI

Pettee Investors’s MCGRAW-HILL FINANCIAL INC COM MHFI Stock Holding History

Pettee Investors’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
-10,524
Closed -$1.04M – 64
2016
Q1 		$1.04M Buy
10,524
+286
+3% +$25.7K 1.08% 27
2015
Q4 		$1.01M Sell
10,238
-672
-6% -$63.7K 0.97% 28
2015
Q3 		$944K Hold
10,910
– – 0.99% 28
2015
Q2 		$1.1M Hold
10,910
– – 1.07% 28
2015
Q1 		$1.13M Hold
10,910
– – 1.09% 28
2014
Q4 		$971K Hold
10,910
– – 0.93% 28
2014
Q3 		$921K Sell
10,910
-2,400
-18% -$197K 0.9% 30
2014
Q2 		$1.1M Hold
13,310
– – 1% 28
2014
Q1 		$1.02M Hold
13,310
– – 0.95% 29
2013
Q4 		$1.04M Buy
+13,310
New +$955K 0.98% 29

Other funds holding MHFI

LP
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

Pettee Investors's MHFI Position: Q2 2016 in Review

Pettee Investors sold out of MCGRAW-HILL FINANCIAL INC COM (MHFI) in Q2 2016, closing a stake of 10,524 shares — an estimated $1.04M sold.

Pettee Investors first reported a position in MHFI in Q4 2013 and held it in 10 quarters. The position peaked at $1.13M in Q1 2015. 4 funds tracked by Wall St. Rank hold MHFI as of Q2 2016.

  • Pettee Investors reported no remaining MCGRAW-HILL FINANCIAL INC COM position as of Q2 2016 after selling out during the quarter.
  • Pettee Investors sold 10,524 MCGRAW-HILL FINANCIAL INC COM shares in Q2 2016, an estimated $1.04M.
  • Pettee Investors first reported a position in MCGRAW-HILL FINANCIAL INC COM in Q4 2013 and held it in 10 quarters.
  • Pettee Investors's MCGRAW-HILL FINANCIAL INC COM position peaked at $1.13M in Q1 2015.
  • 4 funds tracked by Wall St. Rank held MCGRAW-HILL FINANCIAL INC COM as of Q2 2016.

Based on Pettee Investors's 13F filing for Q2 2016, filed 1 Aug 2016.