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

River 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
2016 Q2	–	Sell	-7,958	Closed	-$788K	–	155
2016 Q1	$788K	Sell	7,958 -249	-3%	-$22.3K	0.47%	79
2015 Q4	$809K	Sell	8,207 -1,354	-14%	-$128K	0.51%	71
2015 Q3	$827K	Sell	9,561 -98	-1%	-$9.64K	0.57%	64
2015 Q2	$970K	Sell	9,659 -334	-3%	-$34.9K	0.62%	62
2015 Q1	$1.03M	Buy	+9,993	New	+$981K	0.64%	57

Other funds holding MHFI

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

River Wealth Advisors's MHFI Position: Q2 2016 in Review

River Wealth Advisors sold out of MCGRAW-HILL FINANCIAL INC COM (MHFI) in Q2 2016, closing a stake of 7,958 shares — an estimated $788K sold.

River Wealth Advisors first reported a position in MHFI in Q1 2015 and held it in 5 quarters. The position peaked at $1.03M in Q1 2015. 4 funds tracked by Wall St. Rank hold MHFI as of Q2 2016.

River Wealth Advisors reported no remaining MCGRAW-HILL FINANCIAL INC COM position as of Q2 2016 after selling out during the quarter.
River Wealth Advisors sold 7,958 MCGRAW-HILL FINANCIAL INC COM shares in Q2 2016, an estimated $788K.
River Wealth Advisors first reported a position in MCGRAW-HILL FINANCIAL INC COM in Q1 2015 and held it in 5 quarters.
River Wealth Advisors's MCGRAW-HILL FINANCIAL INC COM position peaked at $1.03M in Q1 2015.
4 funds tracked by Wall St. Rank held MCGRAW-HILL FINANCIAL INC COM as of Q2 2016.

Based on River Wealth Advisors's 13F filing for Q2 2016, filed 5 Aug 2016.