Evercore Wealth Management
MDP

Evercore Wealth Management’s Meredith Corporation MDP Stock Holding History

Evercore Wealth Management’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
2015
Q1 		– Sell
-155
Closed -$8K – 1049
2014
Q4 		$8K Hold
155
– – ﹤0.01% 769
2014
Q3 		$7K Hold
155
– – ﹤0.01% 851
2014
Q2 		$7K Hold
155
– – ﹤0.01% 880
2014
Q1 		$7K Hold
155
– – ﹤0.01% 842
2013
Q4 		$8K Hold
155
– – ﹤0.01% 774
2013
Q3 		$7K Hold
155
– – ﹤0.01% 805
2013
Q2 		$7K Buy
+155
New +$6.36K ﹤0.01% 749

Other funds holding MDP

BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ariel Investments
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Westwood Holdings Group
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Evercore Wealth Management's MDP Position: Q1 2015 in Review

Evercore Wealth Management sold out of Meredith Corporation (MDP) in Q1 2015, closing a stake of 155 shares — an estimated $8K sold.

Evercore Wealth Management first reported a position in MDP in Q2 2013 and held it in 7 quarters. The position peaked at $8K in Q4 2014. 205 funds tracked by Wall St. Rank hold MDP as of Q1 2015.

  • Evercore Wealth Management reported no remaining Meredith Corporation position as of Q1 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 155 Meredith Corporation shares in Q1 2015, an estimated $8K.
  • Evercore Wealth Management first reported a position in Meredith Corporation in Q2 2013 and held it in 7 quarters.
  • Evercore Wealth Management's Meredith Corporation position peaked at $8K in Q4 2014.
  • 205 funds tracked by Wall St. Rank held Meredith Corporation as of Q1 2015.

Based on Evercore Wealth Management's 13F filing for Q1 2015, filed 6 May 2015.