SSG
MHFI

Summit Securities Group’s MCGRAW-HILL FINANCIAL INC COM MHFI Stock Holding History

Summit Securities 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
2016
Q1 		– Sell
-2,800
Closed -$276K – 383
2015
Q4 		$276K Buy
+2,800
New +$265K 0.09% 153
2015
Q3 		– Sell
-482
Closed -$48K – 614
2015
Q2 		$48K Buy
+482
New +$50.4K 0.02% 230
2015
Q1 		– Sell
-200
Closed -$18K – 739
2014
Q4 		$18K Buy
+200
New +$17.6K 0.01% 416
2014
Q1 		– Sell
-2,400
Closed -$188K – 666
2013
Q4 		$188K Buy
+2,400
New +$172K 0.03% 179

Other funds holding MHFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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

Summit Securities Group's MHFI Position: Q1 2016 in Review

Summit Securities Group sold out of MCGRAW-HILL FINANCIAL INC COM (MHFI) in Q1 2016, closing a stake of 2,800 shares — an estimated $276K sold.

Summit Securities Group first reported a position in MHFI in Q4 2013 and held it in 4 quarters. The position peaked at $276K in Q4 2015. 531 funds tracked by Wall St. Rank hold MHFI as of Q1 2016.

  • Summit Securities Group reported no remaining MCGRAW-HILL FINANCIAL INC COM position as of Q1 2016 after selling out during the quarter.
  • Summit Securities Group sold 2,800 MCGRAW-HILL FINANCIAL INC COM shares in Q1 2016, an estimated $276K.
  • Summit Securities Group first reported a position in MCGRAW-HILL FINANCIAL INC COM in Q4 2013 and held it in 4 quarters.
  • Summit Securities Group's MCGRAW-HILL FINANCIAL INC COM position peaked at $276K in Q4 2015.
  • 531 funds tracked by Wall St. Rank held MCGRAW-HILL FINANCIAL INC COM as of Q1 2016.

Based on Summit Securities Group's 13F filing for Q1 2016, filed 11 May 2016.