Security National Trust’s MCGRAW-HILL FINANCIAL INC COM MHFI Stock Holding History

Security National Trust’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	-1,961	Closed	-$194K	–	475
2016 Q1	$194K	Hold	1,961	–	–	0.07%	166
2015 Q4	$193K	Buy	1,961 +21	+1%	+$1.99K	0.08%	168
2015 Q3	$168K	Hold	1,940	–	–	0.07%	181
2015 Q2	$195K	Sell	1,940 -25	-1%	-$2.61K	0.07%	182
2015 Q1	$203K	Hold	1,965	–	–	0.07%	182
2014 Q4	$175K	Sell	1,965 -40	-2%	-$3.51K	0.06%	182
2014 Q3	$170K	Hold	2,005	–	–	0.07%	178
2014 Q2	$166K	Hold	2,005	–	–	0.06%	185
2014 Q1	$153K	Sell	2,005 -375	-16%	-$29.3K	0.06%	191
2013 Q4	$187K	Hold	2,380	–	–	0.08%	172
2013 Q3	$156K	Sell	2,380 -400	-14%	-$24.2K	0.07%	176
2013 Q2	$148K	Buy	+2,780	New	+$149K	0.07%	175

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

Security National Trust's MHFI Position: Q2 2016 in Review

Security National Trust sold out of MCGRAW-HILL FINANCIAL INC COM (MHFI) in Q2 2016, closing a stake of 1,961 shares — an estimated $194K sold.

Security National Trust first reported a position in MHFI in Q2 2013 and held it in 12 quarters. The position peaked at $203K in Q1 2015. 4 funds tracked by Wall St. Rank hold MHFI as of Q2 2016.

Security National Trust reported no remaining MCGRAW-HILL FINANCIAL INC COM position as of Q2 2016 after selling out during the quarter.
Security National Trust sold 1,961 MCGRAW-HILL FINANCIAL INC COM shares in Q2 2016, an estimated $194K.
Security National Trust first reported a position in MCGRAW-HILL FINANCIAL INC COM in Q2 2013 and held it in 12 quarters.
Security National Trust's MCGRAW-HILL FINANCIAL INC COM position peaked at $203K in Q1 2015.
4 funds tracked by Wall St. Rank held MCGRAW-HILL FINANCIAL INC COM as of Q2 2016.

Based on Security National Trust's 13F filing for Q2 2016, filed 22 Jul 2016.