RIA
MHFI

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

Regal 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
Q3 		– Sell
-1,206
Closed -$121K – 1164
2015
Q2 		$121K Buy
1,206
+39
+3% +$4.08K 0.03% 312
2015
Q1 		$121K Buy
1,167
+62
+6% +$6.09K 0.03% 311
2014
Q4 		$98K Buy
1,105
+313
+40% +$27.5K 0.03% 313
2014
Q3 		$67K Buy
+792
New +$65.1K 0.02% 367

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 17.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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 $167B AUM 44.17% 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 $10.4B AUM 25.66% 1-Year Est. Return

Regal Investment Advisors's MHFI Position: Q3 2015 in Review

Regal Investment Advisors sold out of MCGRAW-HILL FINANCIAL INC COM (MHFI) in Q3 2015, closing a stake of 1,206 shares — an estimated $121K sold.

Regal Investment Advisors first reported a position in MHFI in Q3 2014 and held it in 4 quarters. The position peaked at $121K in Q2 2015. 554 funds tracked by Wall St. Rank hold MHFI as of Q3 2015.

  • Regal Investment Advisors reported no remaining MCGRAW-HILL FINANCIAL INC COM position as of Q3 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 1,206 MCGRAW-HILL FINANCIAL INC COM shares in Q3 2015, an estimated $121K.
  • Regal Investment Advisors first reported a position in MCGRAW-HILL FINANCIAL INC COM in Q3 2014 and held it in 4 quarters.
  • Regal Investment Advisors's MCGRAW-HILL FINANCIAL INC COM position peaked at $121K in Q2 2015.
  • 554 funds tracked by Wall St. Rank held MCGRAW-HILL FINANCIAL INC COM as of Q3 2015.

Based on Regal Investment Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.