Hefty Wealth Partners’s Meredith Corporation MDP Stock Holding History

Hefty Wealth 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 Q1	$10K	Hold	184	–	–	0.01%	184
2017 Q4	$12K	Hold	184	–	–	0.01%	184
2017 Q3	$10K	Hold	184	–	–	0.01%	183
2017 Q2	$10K	Hold	184	–	–	0.01%	171
2017 Q1	$11K	Hold	184	–	–	0.01%	172
2016 Q4	$10K	Hold	184	–	–	0.01%	167
2016 Q3	$9K	Hold	184	–	–	0.01%	180
2016 Q2	$9K	Hold	184	–	–	0.01%	151
2016 Q1	$8K	Hold	184	–	–	0.01%	162
2015 Q4	$7K	Buy	+184	New	+$8.28K	0.01%	155

Other funds holding MDP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

CVA

Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Hefty Wealth Partners's MDP Position: Q1 2018 in Review

Hefty Wealth Partners held its Meredith Corporation (MDP) position steady in Q1 2018 at 184 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #184.

Hefty Wealth Partners first reported a position in MDP in Q4 2015 and has held it in 10 quarters since. The position peaked at $12K in Q4 2017. 257 funds tracked by Wall St. Rank hold MDP as of Q1 2018.

Hefty Wealth Partners held 184 shares of Meredith Corporation worth $10K as of Q1 2018.
Hefty Wealth Partners left its Meredith Corporation share count unchanged in Q1 2018.
Meredith Corporation made up 0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #184 holding.
Hefty Wealth Partners first reported a position in Meredith Corporation in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Meredith Corporation position peaked at $12K in Q4 2017.
257 funds tracked by Wall St. Rank held Meredith Corporation as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.