WAS
MHFI

WESPAC Advisors SoCal’s MCGRAW-HILL FINANCIAL INC COM MHFI Stock Holding History

WESPAC Advisors SoCal’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
-40
Closed -$3K – 335
2015
Q4 		$3K Buy
+40
New +$3.79K ﹤0.01% 231

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

WESPAC Advisors SoCal's MHFI Position: Q1 2016 in Review

WESPAC Advisors SoCal sold out of MCGRAW-HILL FINANCIAL INC COM (MHFI) in Q1 2016, closing a stake of 40 shares — an estimated $3K sold.

WESPAC Advisors SoCal first reported a position in MHFI in Q4 2015 and held it in 1 quarter. The position peaked at $3K in Q4 2015. 531 funds tracked by Wall St. Rank hold MHFI as of Q1 2016.

  • WESPAC Advisors SoCal reported no remaining MCGRAW-HILL FINANCIAL INC COM position as of Q1 2016 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 40 MCGRAW-HILL FINANCIAL INC COM shares in Q1 2016, an estimated $3K.
  • WESPAC Advisors SoCal first reported a position in MCGRAW-HILL FINANCIAL INC COM in Q4 2015 and held it in 1 quarter.
  • WESPAC Advisors SoCal's MCGRAW-HILL FINANCIAL INC COM position peaked at $3K in Q4 2015.
  • 531 funds tracked by Wall St. Rank held MCGRAW-HILL FINANCIAL INC COM as of Q1 2016.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2016, filed 12 Aug 2016.