UCFA
MHFI

United Capital Financial Advisors’s MCGRAW-HILL FINANCIAL INC COM MHFI Stock Holding History

United Capital Financial Advisors’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
-1,175
Closed -$512K – 1315
2016
Q1 		$512K Sell
1,175
-3,881
-77% -$348K 0.01% 876
2015
Q4 		$498K Sell
5,056
-5,218
-51% -$495K 0.01% 887
2015
Q3 		$889K Buy
10,274
+4,298
+72% +$423K 0.01% 722
2015
Q2 		$600K Buy
5,976
+299
+5% +$31.2K 0.01% 851
2015
Q1 		$592K Buy
5,677
+70
+1% +$6.88K 0.01% 845
2014
Q4 		$499K Hold
5,607
– – 0.01% 822
2014
Q3 		$474K Buy
+5,607
New +$461K 0.01% 808
2014
Q2 		– Sell
-4,587
Closed -$350K – 978
2014
Q1 		$350K Buy
+4,587
New +$359K 0.01% 738

Other funds holding MHFI

LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 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 16.21% 1-Year Est. Return
HRC
Hoertkorn Richard Charles $149M AUM 77.22% 1-Year Est. Return

United Capital Financial Advisors's MHFI Position: Q2 2016 in Review

United Capital Financial Advisors sold out of MCGRAW-HILL FINANCIAL INC COM (MHFI) in Q2 2016, closing a stake of 1,175 shares — an estimated $512K sold.

United Capital Financial Advisors first reported a position in MHFI in Q1 2014 and held it in 8 quarters. The position peaked at $889K in Q3 2015. 4 funds tracked by Wall St. Rank hold MHFI as of Q2 2016.

  • United Capital Financial Advisors reported no remaining MCGRAW-HILL FINANCIAL INC COM position as of Q2 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 1,175 MCGRAW-HILL FINANCIAL INC COM shares in Q2 2016, an estimated $512K.
  • United Capital Financial Advisors first reported a position in MCGRAW-HILL FINANCIAL INC COM in Q1 2014 and held it in 8 quarters.
  • United Capital Financial Advisors's MCGRAW-HILL FINANCIAL INC COM position peaked at $889K in Q3 2015.
  • 4 funds tracked by Wall St. Rank held MCGRAW-HILL FINANCIAL INC COM as of Q2 2016.

Based on United Capital Financial Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.