APP
MDP

Avantax Planning Partners’s Meredith Corporation MDP Stock Holding History

Avantax Planning Partners’s Portfolio MDP Stock Details MDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-300
Closed -$15K – 1329
2018
Q3 		$15K Buy
+300
New +$15.7K ﹤0.01% 780
2018
Q2 		– Sell
-300
Closed -$16K – 1661
2018
Q1 		$16K Buy
+300
New +$17.8K ﹤0.01% 873

Other funds holding MDP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Planning Partners's MDP Position: Q4 2018 in Review

Avantax Planning Partners sold out of Meredith Corporation (MDP) in Q4 2018, closing a stake of 300 shares — an estimated $15K sold.

Avantax Planning Partners first reported a position in MDP in Q1 2018 and held it in 2 quarters. The position peaked at $16K in Q1 2018. 238 funds tracked by Wall St. Rank hold MDP as of Q4 2018.

  • Avantax Planning Partners reported no remaining Meredith Corporation position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 300 Meredith Corporation shares in Q4 2018, an estimated $15K.
  • Avantax Planning Partners first reported a position in Meredith Corporation in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Meredith Corporation position peaked at $16K in Q1 2018.
  • 238 funds tracked by Wall St. Rank held Meredith Corporation as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.