WP
MHFI

WMS Partners’s MCGRAW-HILL FINANCIAL INC COM MHFI Stock Holding History

WMS Partners’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
2015
Q3 		– Sell
-10,792
Closed -$1.08M – 280
2015
Q2 		$1.08M Buy
+10,792
New +$1.13M 0.13% 115

Other funds holding MHFI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

WMS Partners's MHFI Position: Q3 2015 in Review

WMS Partners sold out of MCGRAW-HILL FINANCIAL INC COM (MHFI) in Q3 2015, closing a stake of 10,792 shares — an estimated $1.08M sold.

WMS Partners first reported a position in MHFI in Q2 2015 and held it in 1 quarter. The position peaked at $1.08M in Q2 2015. 554 funds tracked by Wall St. Rank hold MHFI as of Q3 2015.

  • WMS Partners reported no remaining MCGRAW-HILL FINANCIAL INC COM position as of Q3 2015 after selling out during the quarter.
  • WMS Partners sold 10,792 MCGRAW-HILL FINANCIAL INC COM shares in Q3 2015, an estimated $1.08M.
  • WMS Partners first reported a position in MCGRAW-HILL FINANCIAL INC COM in Q2 2015 and held it in 1 quarter.
  • WMS Partners's MCGRAW-HILL FINANCIAL INC COM position peaked at $1.08M in Q2 2015.
  • 554 funds tracked by Wall St. Rank held MCGRAW-HILL FINANCIAL INC COM as of Q3 2015.

Based on WMS Partners's 13F filing for Q3 2015, filed 12 Nov 2015.