WIM
MHFI

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

Waverton Investment 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
2016
Q2 		– Sell
-531,160
Closed -$52.6M – 118
2016
Q1 		$52.6M Buy
531,160
+5,210
+1% +$467K 4.02% 10
2015
Q4 		$51.8M Buy
+525,950
New +$49.9M 3.9% 8
2014
Q2 		– Sell
-41,950
Closed -$3.2M – 166
2014
Q1 		$3.2M Buy
41,950
+290
+0.7% +$22.7K 0.15% 112
2013
Q4 		$3.26M Hold
41,660
– – 0.17% 103
2013
Q3 		$2.73M Buy
+41,660
New +$2.52M 0.16% 113

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

Waverton Investment Management's MHFI Position: Q2 2016 in Review

Waverton Investment Management sold out of MCGRAW-HILL FINANCIAL INC COM (MHFI) in Q2 2016, closing a stake of 531,160 shares — an estimated $52.6M sold.

Waverton Investment Management first reported a position in MHFI in Q3 2013 and held it in 5 quarters. The position peaked at $52.6M in Q1 2016. 4 funds tracked by Wall St. Rank hold MHFI as of Q2 2016.

  • Waverton Investment Management reported no remaining MCGRAW-HILL FINANCIAL INC COM position as of Q2 2016 after selling out during the quarter.
  • Waverton Investment Management sold 531,160 MCGRAW-HILL FINANCIAL INC COM shares in Q2 2016, an estimated $52.6M.
  • Waverton Investment Management first reported a position in MCGRAW-HILL FINANCIAL INC COM in Q3 2013 and held it in 5 quarters.
  • Waverton Investment Management's MCGRAW-HILL FINANCIAL INC COM position peaked at $52.6M in Q1 2016.
  • 4 funds tracked by Wall St. Rank held MCGRAW-HILL FINANCIAL INC COM as of Q2 2016.

Based on Waverton Investment Management's 13F filing for Q2 2016, filed 28 Jul 2016.