SM
MHFI

Stratton Management’s MCGRAW-HILL FINANCIAL INC COM MHFI Stock Holding History

Stratton Management’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 		$207K Sell
2,100
-230
-10% -$21.8K 0.03% 213
2015
Q3 		$202K Buy
2,330
+230
+11% +$22.6K 0.02% 224
2015
Q2 		$211K Hold
2,100
– – 0.01% 319
2015
Q1 		$217K Buy
+2,100
New +$206K 0.01% 335
2014
Q1 		– Sell
-2,600
Closed -$203K – 345
2013
Q4 		$203K Buy
+2,600
New +$187K 0.01% 338

Other funds holding MHFI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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 $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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 $15.2B AUM 1.56% 1-Year Est. Return

Stratton Management's MHFI Position: Q4 2015 in Review

Stratton Management reduced its MCGRAW-HILL FINANCIAL INC COM (MHFI) stake by 9.9% in Q4 2015, selling an estimated $21.8K and leaving 2,100 shares worth $207K. The position accounts for 0.03% of the portfolio, ranked #213.

Stratton Management first reported a position in MHFI in Q4 2013 and has held it in 5 quarters since. The position peaked at $217K in Q1 2015. 565 funds tracked by Wall St. Rank hold MHFI as of Q4 2015.

  • Stratton Management held 2,100 shares of MCGRAW-HILL FINANCIAL INC COM worth $207K as of Q4 2015.
  • Stratton Management sold 230 MCGRAW-HILL FINANCIAL INC COM shares in Q4 2015, an estimated $21.8K.
  • MCGRAW-HILL FINANCIAL INC COM made up 0.03% of Stratton Management's portfolio in Q4 2015, its #213 holding.
  • Stratton Management first reported a position in MCGRAW-HILL FINANCIAL INC COM in Q4 2013 and has held it in 5 quarters since.
  • Stratton Management's MCGRAW-HILL FINANCIAL INC COM position peaked at $217K in Q1 2015.
  • 565 funds tracked by Wall St. Rank held MCGRAW-HILL FINANCIAL INC COM as of Q4 2015.

Based on Stratton Management's 13F filing for Q4 2015, filed 11 Feb 2016.