EWM
MWV

Edge Wealth Management’s MEADWESTVACO CORP MWV Stock Holding History

Edge Wealth Management’s Portfolio MWV Stock Details MWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-555
Closed -$21K – 385
2013
Q3 		$21K Buy
+555
New +$20.4K 0.01% 196

Other funds holding MWV

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Edge Wealth Management's MWV Position: Q4 2013 in Review

Edge Wealth Management sold out of MEADWESTVACO CORP (MWV) in Q4 2013, closing a stake of 555 shares — an estimated $21K sold.

Edge Wealth Management first reported a position in MWV in Q3 2013 and held it in 1 quarter. The position peaked at $21K in Q3 2013. 344 funds tracked by Wall St. Rank hold MWV as of Q4 2013.

  • Edge Wealth Management reported no remaining MEADWESTVACO CORP position as of Q4 2013 after selling out during the quarter.
  • Edge Wealth Management sold 555 MEADWESTVACO CORP shares in Q4 2013, an estimated $21K.
  • Edge Wealth Management first reported a position in MEADWESTVACO CORP in Q3 2013 and held it in 1 quarter.
  • Edge Wealth Management's MEADWESTVACO CORP position peaked at $21K in Q3 2013.
  • 344 funds tracked by Wall St. Rank held MEADWESTVACO CORP as of Q4 2013.

Based on Edge Wealth Management's 13F filing for Q4 2013, filed 16 Jan 2014.