MWM
TIF

Meridian Wealth Management’s Tiffany & Co. TIF Stock Holding History

Meridian Wealth Management’s Portfolio TIF Stock Details TIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,600
Closed -$335K – 203
2018
Q3 		$335K Hold
2,600
– – 0.14% 122
2018
Q2 		$342K Hold
2,600
– – 0.16% 124
2018
Q1 		$254K Buy
+2,600
New +$268K 0.13% 150
2017
Q3 		– Sell
-4,920
Closed -$462K – 190
2017
Q2 		$462K Sell
4,920
-385
-7% -$35.3K 0.29% 83
2017
Q1 		$506K Sell
5,305
-506
-9% -$43.2K 0.3% 78
2016
Q4 		$450K Buy
+5,811
New +$447K 0.36% 67

Other funds holding TIF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Meridian Wealth Management's TIF Position: Q4 2018 in Review

Meridian Wealth Management sold out of Tiffany & Co. (TIF) in Q4 2018, closing a stake of 2,600 shares — an estimated $335K sold.

Meridian Wealth Management first reported a position in TIF in Q4 2016 and held it in 6 quarters. The position peaked at $506K in Q1 2017. 537 funds tracked by Wall St. Rank hold TIF as of Q4 2018.

  • Meridian Wealth Management reported no remaining Tiffany & Co. position as of Q4 2018 after selling out during the quarter.
  • Meridian Wealth Management sold 2,600 Tiffany & Co. shares in Q4 2018, an estimated $335K.
  • Meridian Wealth Management first reported a position in Tiffany & Co. in Q4 2016 and held it in 6 quarters.
  • Meridian Wealth Management's Tiffany & Co. position peaked at $506K in Q1 2017.
  • 537 funds tracked by Wall St. Rank held Tiffany & Co. as of Q4 2018.

Based on Meridian Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.