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Nathaniel Simons

Meritage Group

Nathaniel Simons MCGRAW-HILL FINANCIAL INC COM stake

total: 301

Meritage Group MHFI trades

Total transactions:
11
New positions:
1
Sold out:
1
Added:
6
Reduced:
3
Held since:
2013 Q3
Held for:
11 quarters
Latest activity:
2016 Q2
According to 2026 Q1 report, Nathaniel Simons doesn't hold any MCGRAW-HILL FINANCIAL INC COM (MHFI) shares. To date, the estimated cost basis is nearly $78.48 for "buy" trades and estimated average "sell" price is $98.97. Meritage Group first purchased MHFI in 2013 Q3, initially acquiring 610,493 shares. Since the initial investment in MCGRAW-HILL FINANCIAL INC COM (MHFI), Meritage Group has made 10 more transactions.

When did Nathaniel Simons sell MCGRAW-HILL FINANCIAL INC COM (MHFI)?

Nathaniel Simons sold off the entire MCGRAW-HILL FINANCIAL INC COM (MHFI) position in 2016 Q2.

When did Nathaniel Simons buy MCGRAW-HILL FINANCIAL INC COM (MHFI)?

Nathaniel Simons first invested in MCGRAW-HILL FINANCIAL INC COM (MHFI) in 2013 Q3 at the reported quarter-end price of $65.59 per share.

What's the cost basis of Meritage Group's MHFI stake?

The estimated cost basis for MCGRAW-HILL FINANCIAL INC COM (MHFI) stake is around $78.48 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$78.48
Weighted AVG sell price:
$98.97

Nathaniel Simons's historical trades in MCGRAW-HILL FINANCIAL INC COM

11 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2016 Q2
0.00%
$98.98
-100% (-1,315,077)
2016 Q1
3.61%
$98.98
-49.82% (-1,305,848)
2015 Q4
7.07%
$98.58
+0.08% (+2,168)
2015 Q3
5.98%
$86.50
+0.12% (+3,162)
2015 Q2
6.15%
$100.45
-0.04% (-1,007)
2014 Q4
6.35%
$88.98
+7.53% (+183,269)
2014 Q3
5.59%
$84.45
+72.19% (+1,020,169)
2014 Q2
3.30%
$83.03
+0.01% (+204)
2014 Q1
3.04%
$76.30
-0.11% (-1,594)
2013 Q4
3.46%
$78.20
+131.71% (+804,061)
2013 Q3
1.38%
$65.59
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.