Carson Wealth (CWM LLC)
MDP

Carson Wealth (CWM LLC)’s Meredith Corporation MDP Stock Holding History

Carson Wealth (CWM LLC)’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
2019
Q1 		– Sell
-14
Closed -$1K – 3374
2018
Q4 		$1K Hold
14
– – ﹤0.01% 2043
2018
Q3 		$1K Hold
14
– – ﹤0.01% 1793
2018
Q2 		$1K Hold
14
– – ﹤0.01% 1646
2018
Q1 		$1K Hold
14
– – ﹤0.01% 1361
2017
Q4 		$1K Hold
14
– – ﹤0.01% 1420
2017
Q3 		$1K Hold
14
– – ﹤0.01% 1433
2017
Q2 		$1K Hold
14
– – ﹤0.01% 1160
2017
Q1 		$1K Buy
+14
New +$862 ﹤0.01% 1127

Other funds holding MDP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MDP Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of Meredith Corporation (MDP) in Q1 2019, closing a stake of 14 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in MDP in Q1 2017 and held it in 8 quarters. The position peaked at $1K in Q4 2018. 248 funds tracked by Wall St. Rank hold MDP as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining Meredith Corporation position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 14 Meredith Corporation shares in Q1 2019, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Meredith Corporation in Q1 2017 and held it in 8 quarters.
  • Carson Wealth (CWM LLC)'s Meredith Corporation position peaked at $1K in Q4 2018.
  • 248 funds tracked by Wall St. Rank held Meredith Corporation as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.