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

WFG 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 Q1	–	Sell	-31	Closed	-$3K	–	1779
2015 Q4	$3K	Hold	31	–	–	﹤0.01%	1339
2015 Q3	$3K	Hold	31	–	–	﹤0.01%	1377
2015 Q2	$3K	Hold	31	–	–	﹤0.01%	1449
2015 Q1	$3K	Sell	31 -751	-96%	-$73.8K	﹤0.01%	1506
2014 Q4	$70K	Hold	782	–	–	0.01%	763
2014 Q3	$66K	Hold	782	–	–	0.01%	819
2014 Q2	$65K	Buy	782 +1	+0.1%	+$79	0.01%	819
2014 Q1	$60K	Hold	781	–	–	0.01%	841
2013 Q4	$61K	Buy	781 +30	+4%	+$2.15K	0.01%	923
2013 Q3	$49K	Buy	751 +1	+0.1%	+$61	0.01%	942
2013 Q2	$40K	Buy	+750	New	+$40.2K	0.01%	975

Other funds holding MHFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

WFG Advisors's MHFI Position: Q1 2016 in Review

WFG Advisors sold out of MCGRAW-HILL FINANCIAL INC COM (MHFI) in Q1 2016, closing a stake of 31 shares — an estimated $3K sold.

WFG Advisors first reported a position in MHFI in Q2 2013 and held it in 11 quarters. The position peaked at $70K in Q4 2014. 531 funds tracked by Wall St. Rank hold MHFI as of Q1 2016.

WFG Advisors reported no remaining MCGRAW-HILL FINANCIAL INC COM position as of Q1 2016 after selling out during the quarter.
WFG Advisors sold 31 MCGRAW-HILL FINANCIAL INC COM shares in Q1 2016, an estimated $3K.
WFG Advisors first reported a position in MCGRAW-HILL FINANCIAL INC COM in Q2 2013 and held it in 11 quarters.
WFG Advisors's MCGRAW-HILL FINANCIAL INC COM position peaked at $70K in Q4 2014.
531 funds tracked by Wall St. Rank held MCGRAW-HILL FINANCIAL INC COM as of Q1 2016.

Based on WFG Advisors's 13F filing for Q1 2016, filed 10 May 2016.