MWM
MDP

MinichMacGregor Wealth Management’s Meredith Corporation MDP Stock Holding History

MinichMacGregor 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
2018
Q4 		– Sell
-25
Closed -$1K – 565
2018
Q3 		$1K Hold
25
– – ﹤0.01% 507
2018
Q2 		$1K Hold
25
– – ﹤0.01% 515
2018
Q1 		$1K Buy
+25
New +$1.49K ﹤0.01% 495

Other funds holding MDP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MinichMacGregor Wealth Management's MDP Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Meredith Corporation (MDP) in Q4 2018, closing a stake of 25 shares — an estimated $1K sold.

MinichMacGregor Wealth Management first reported a position in MDP in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 238 funds tracked by Wall St. Rank hold MDP as of Q4 2018.

  • MinichMacGregor Wealth Management reported no remaining Meredith Corporation position as of Q4 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 25 Meredith Corporation shares in Q4 2018, an estimated $1K.
  • MinichMacGregor Wealth Management first reported a position in Meredith Corporation in Q1 2018 and held it in 3 quarters.
  • MinichMacGregor Wealth Management's Meredith Corporation position peaked at $1K in Q3 2018.
  • 238 funds tracked by Wall St. Rank held Meredith Corporation as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.