WF
MHFI

Welch & Forbes’s MCGRAW-HILL FINANCIAL INC COM MHFI Stock Holding History

Welch & Forbes’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
-5,800
Closed -$574K – 359
2016
Q1 		$574K Sell
5,800
-1,710
-23% -$153K 0.02% 234
2015
Q4 		$740K Sell
7,510
-400
-5% -$37.9K 0.02% 206
2015
Q3 		$684K Hold
7,910
– – 0.02% 213
2015
Q2 		$795K Hold
7,910
– – 0.02% 214
2015
Q1 		$818K Buy
7,910
+610
+8% +$59.9K 0.02% 216
2014
Q4 		$650K Sell
7,300
-1,116
-13% -$98K 0.02% 239
2014
Q3 		$710K Hold
8,416
– – 0.02% 230
2014
Q2 		$699K Buy
8,416
+100
+1% +$7.88K 0.02% 219
2014
Q1 		$635K Sell
8,316
-995
-11% -$77.8K 0.02% 234
2013
Q4 		$728K Sell
9,311
-1,848
-17% -$133K 0.02% 216
2013
Q3 		$732K Sell
11,159
-507
-4% -$30.7K 0.02% 222
2013
Q2 		$621K Buy
+11,666
New +$626K 0.02% 217

Other funds holding MHFI

LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 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 5.31% 1-Year Est. Return
HRC
Hoertkorn Richard Charles $149M AUM 77.22% 1-Year Est. Return

Welch & Forbes's MHFI Position: Q2 2016 in Review

Welch & Forbes sold out of MCGRAW-HILL FINANCIAL INC COM (MHFI) in Q2 2016, closing a stake of 5,800 shares — an estimated $574K sold.

Welch & Forbes first reported a position in MHFI in Q2 2013 and held it in 12 quarters. The position peaked at $818K in Q1 2015. 4 funds tracked by Wall St. Rank hold MHFI as of Q2 2016.

  • Welch & Forbes reported no remaining MCGRAW-HILL FINANCIAL INC COM position as of Q2 2016 after selling out during the quarter.
  • Welch & Forbes sold 5,800 MCGRAW-HILL FINANCIAL INC COM shares in Q2 2016, an estimated $574K.
  • Welch & Forbes first reported a position in MCGRAW-HILL FINANCIAL INC COM in Q2 2013 and held it in 12 quarters.
  • Welch & Forbes's MCGRAW-HILL FINANCIAL INC COM position peaked at $818K in Q1 2015.
  • 4 funds tracked by Wall St. Rank held MCGRAW-HILL FINANCIAL INC COM as of Q2 2016.

Based on Welch & Forbes's 13F filing for Q2 2016, filed 2 Aug 2016.