SC
MWV

Scholtz & Company’s MEADWESTVACO CORP MWV Stock Holding History

Scholtz & Company’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
2014
Q4 		– Sell
-5,500
Closed -$225K – 76
2014
Q3 		$225K Sell
5,500
-1,950
-26% -$83.4K 0.22% 60
2014
Q2 		$330K Hold
7,450
– – 0.31% 55
2014
Q1 		$280K Buy
+7,450
New +$271K 0.3% 69

Other funds holding MWV

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Scholtz & Company's MWV Position: Q4 2014 in Review

Scholtz & Company sold out of MEADWESTVACO CORP (MWV) in Q4 2014, closing a stake of 5,500 shares — an estimated $225K sold.

Scholtz & Company first reported a position in MWV in Q1 2014 and held it in 3 quarters. The position peaked at $330K in Q2 2014. 391 funds tracked by Wall St. Rank hold MWV as of Q4 2014.

  • Scholtz & Company reported no remaining MEADWESTVACO CORP position as of Q4 2014 after selling out during the quarter.
  • Scholtz & Company sold 5,500 MEADWESTVACO CORP shares in Q4 2014, an estimated $225K.
  • Scholtz & Company first reported a position in MEADWESTVACO CORP in Q1 2014 and held it in 3 quarters.
  • Scholtz & Company's MEADWESTVACO CORP position peaked at $330K in Q2 2014.
  • 391 funds tracked by Wall St. Rank held MEADWESTVACO CORP as of Q4 2014.

Based on Scholtz & Company's 13F filing for Q4 2014, filed 13 Feb 2015.