U
MHFI

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

UBS’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
2014
Q3 		$1.1M Buy
13,000
+2,000
+18% +$164K ﹤0.01% 3495
2014
Q2 		$913K Buy
11,000
+3,700
+51% +$292K ﹤0.01% 3635
2014
Q1 		$557K Buy
7,300
+200
+3% +$15.6K ﹤0.01% 4117
2013
Q4 		$555K Buy
7,100
+5,200
+274% +$373K ﹤0.01% 4212
2013
Q3 		$125K Sell
1,900
-1,700
-47% -$103K ﹤0.01% 5763
2013
Q2 		$191K Buy
+3,600
New +$193K ﹤0.01% 5151

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

UBS's MHFI Position: Q3 2014 in Review

UBS increased its MCGRAW-HILL FINANCIAL INC COM (MHFI) stake by 45% in Q3 2014, buying an estimated $5.47M and bringing the position to 213,791 shares worth $18.1M. The position accounts for 0.01% of the portfolio, ranked #1024.

UBS first reported a position in MHFI in Q2 2013 and has held it in 6 quarters since. 539 funds tracked by Wall St. Rank hold MHFI as of Q3 2014.

  • UBS held 213,791 shares of MCGRAW-HILL FINANCIAL INC COM worth $18.1M as of Q3 2014.
  • UBS bought 66,579 MCGRAW-HILL FINANCIAL INC COM shares in Q3 2014, an estimated $5.47M.
  • MCGRAW-HILL FINANCIAL INC COM made up 0.01% of UBS's portfolio in Q3 2014, its #1024 holding.
  • UBS first reported a position in MCGRAW-HILL FINANCIAL INC COM in Q2 2013 and has held it in 6 quarters since.
  • 539 funds tracked by Wall St. Rank held MCGRAW-HILL FINANCIAL INC COM as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.