SIG
MHFI

Schooner Investment Group’s MCGRAW-HILL FINANCIAL INC COM MHFI Stock Holding History

Schooner Investment Group’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
Q4 		– Sell
-500
Closed -$44K – 309
2015
Q3 		$44K Sell
500
-2,500
-83% -$246K 0.03% 309
2015
Q2 		$304K Hold
3,000
– – 0.14% 199
2015
Q1 		$315K Sell
3,000
-2,000
-40% -$196K 0.11% 243
2014
Q4 		$443K Buy
+5,000
New +$439K 0.12% 185

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Schooner Investment Group's MHFI Position: Q4 2015 in Review

Schooner Investment Group sold out of MCGRAW-HILL FINANCIAL INC COM (MHFI) in Q4 2015, closing a stake of 500 shares — an estimated $44K sold.

Schooner Investment Group first reported a position in MHFI in Q4 2014 and held it in 4 quarters. The position peaked at $443K in Q4 2014. 564 funds tracked by Wall St. Rank hold MHFI as of Q4 2015.

  • Schooner Investment Group reported no remaining MCGRAW-HILL FINANCIAL INC COM position as of Q4 2015 after selling out during the quarter.
  • Schooner Investment Group sold 500 MCGRAW-HILL FINANCIAL INC COM shares in Q4 2015, an estimated $44K.
  • Schooner Investment Group first reported a position in MCGRAW-HILL FINANCIAL INC COM in Q4 2014 and held it in 4 quarters.
  • Schooner Investment Group's MCGRAW-HILL FINANCIAL INC COM position peaked at $443K in Q4 2014.
  • 564 funds tracked by Wall St. Rank held MCGRAW-HILL FINANCIAL INC COM as of Q4 2015.

Based on Schooner Investment Group's 13F filing for Q4 2015, filed 11 Feb 2016.