GWM
MDP

Geneos Wealth Management’s Meredith Corporation MDP Stock Holding History

Geneos 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
2016
Q4 		– Sell
-134
Closed -$6K – 2097
2016
Q3 		$6K Buy
134
+1
+0.8% +$53 ﹤0.01% 1541
2016
Q2 		$6K Buy
133
+2
+2% +$99 ﹤0.01% 1494
2016
Q1 		$6K Buy
+131
New +$5.56K ﹤0.01% 1460

Other funds holding MDP

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Geneos Wealth Management's MDP Position: Q4 2016 in Review

Geneos Wealth Management sold out of Meredith Corporation (MDP) in Q4 2016, closing a stake of 134 shares — an estimated $6K sold.

Geneos Wealth Management first reported a position in MDP in Q1 2016 and held it in 3 quarters. The position peaked at $6K in Q3 2016. 233 funds tracked by Wall St. Rank hold MDP as of Q4 2016.

  • Geneos Wealth Management reported no remaining Meredith Corporation position as of Q4 2016 after selling out during the quarter.
  • Geneos Wealth Management sold 134 Meredith Corporation shares in Q4 2016, an estimated $6K.
  • Geneos Wealth Management first reported a position in Meredith Corporation in Q1 2016 and held it in 3 quarters.
  • Geneos Wealth Management's Meredith Corporation position peaked at $6K in Q3 2016.
  • 233 funds tracked by Wall St. Rank held Meredith Corporation as of Q4 2016.

Based on Geneos Wealth Management's 13F filing for Q4 2016, filed 7 Sep 2021.