WT
MHFI

Whittier Trust’s MCGRAW-HILL FINANCIAL INC COM MHFI Stock Holding History

Whittier Trust’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
-1,460
Closed -$145K – 1247
2016
Q1 		$145K Sell
1,460
-135
-8% -$12.1K 0.01% 506
2015
Q4 		$157K Sell
1,595
-750
-32% -$71.1K 0.01% 506
2015
Q3 		$203K Hold
2,345
– – 0.01% 455
2015
Q2 		$235K Buy
2,345
+36
+2% +$3.76K 0.01% 456
2015
Q1 		$238K Buy
2,309
+1,139
+97% +$112K 0.01% 445
2014
Q4 		$105K Hold
1,170
– – 0.01% 538
2014
Q3 		$99K Hold
1,170
– – ﹤0.01% 546
2014
Q2 		$97K Hold
1,170
– – ﹤0.01% 549
2014
Q1 		$90K Hold
1,170
– – ﹤0.01% 560
2013
Q4 		$91K Hold
1,170
– – ﹤0.01% 560
2013
Q3 		$77K Hold
1,170
– – ﹤0.01% 586
2013
Q2 		$62K Buy
+1,170
New +$62.8K ﹤0.01% 620

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

Whittier Trust's MHFI Position: Q2 2016 in Review

Whittier Trust sold out of MCGRAW-HILL FINANCIAL INC COM (MHFI) in Q2 2016, closing a stake of 1,460 shares — an estimated $145K sold.

Whittier Trust first reported a position in MHFI in Q2 2013 and held it in 12 quarters. The position peaked at $238K in Q1 2015. 4 funds tracked by Wall St. Rank hold MHFI as of Q2 2016.

  • Whittier Trust reported no remaining MCGRAW-HILL FINANCIAL INC COM position as of Q2 2016 after selling out during the quarter.
  • Whittier Trust sold 1,460 MCGRAW-HILL FINANCIAL INC COM shares in Q2 2016, an estimated $145K.
  • Whittier Trust first reported a position in MCGRAW-HILL FINANCIAL INC COM in Q2 2013 and held it in 12 quarters.
  • Whittier Trust's MCGRAW-HILL FINANCIAL INC COM position peaked at $238K in Q1 2015.
  • 4 funds tracked by Wall St. Rank held MCGRAW-HILL FINANCIAL INC COM as of Q2 2016.

Based on Whittier Trust's 13F filing for Q2 2016, filed 28 Jul 2016.