LPL Financial
MWV

LPL Financial’s MEADWESTVACO CORP MWV Stock Holding History

LPL Financial’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
2015
Q2 		– Sell
-6,274
Closed -$308K – 3003
2015
Q1 		$308K Buy
6,274
+2
+0% +$100 ﹤0.01% 2229
2014
Q4 		$278K Sell
6,272
-3,764
-38% -$163K ﹤0.01% 2232
2014
Q3 		$405K Buy
10,036
+91
+0.9% +$3.89K ﹤0.01% 1952
2014
Q2 		$440K Buy
9,945
+3,562
+56% +$145K ﹤0.01% 1900
2014
Q1 		$240K Sell
6,383
-9,114
-59% -$331K ﹤0.01% 2302
2013
Q4 		$572K Buy
15,497
+679
+5% +$24.5K ﹤0.01% 1642
2013
Q3 		$564K Buy
14,818
+921
+7% +$33.9K ﹤0.01% 1566
2013
Q2 		$474K Buy
+13,897
New +$488K ﹤0.01% 1597

Other funds holding MWV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial's MWV Position: Q2 2015 in Review

LPL Financial sold out of MEADWESTVACO CORP (MWV) in Q2 2015, closing a stake of 6,274 shares — an estimated $308K sold.

LPL Financial first reported a position in MWV in Q2 2013 and held it in 8 quarters. The position peaked at $572K in Q4 2013. 365 funds tracked by Wall St. Rank hold MWV as of Q2 2015.

  • LPL Financial reported no remaining MEADWESTVACO CORP position as of Q2 2015 after selling out during the quarter.
  • LPL Financial sold 6,274 MEADWESTVACO CORP shares in Q2 2015, an estimated $308K.
  • LPL Financial first reported a position in MEADWESTVACO CORP in Q2 2013 and held it in 8 quarters.
  • LPL Financial's MEADWESTVACO CORP position peaked at $572K in Q4 2013.
  • 365 funds tracked by Wall St. Rank held MEADWESTVACO CORP as of Q2 2015.

Based on LPL Financial's 13F filing for Q2 2015, filed 14 Aug 2015.