WAM
MDP

Wealthspire Advisors (Maryland)’s Meredith Corporation MDP Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-239
Closed -$13K – 2322
2019
Q1 		$13K Hold
239
– – ﹤0.01% 1439
2018
Q4 		$12K Sell
239
-74
-24% -$4.01K ﹤0.01% 1411
2018
Q3 		$16K Sell
313
-129
-29% -$6.74K ﹤0.01% 1397
2018
Q2 		$23K Sell
442
-443
-50% -$22.7K ﹤0.01% 1270
2018
Q1 		$48K Buy
885
+3
+0.3% +$178 ﹤0.01% 1008
2017
Q4 		$58K Sell
882
-153
-15% -$9.23K 0.01% 947
2017
Q3 		$57K Sell
1,035
-235
-19% -$13.3K 0.01% 925
2017
Q2 		$76K Sell
1,270
-1,640
-56% -$95.8K 0.01% 800
2017
Q1 		$188K Sell
2,910
-370
-11% -$22.8K 0.03% 413
2016
Q4 		$194K Sell
3,280
-245
-7% -$12.9K 0.03% 380
2016
Q3 		$183K Sell
3,525
-140
-4% -$7.47K 0.03% 405
2016
Q2 		$190K Buy
3,665
+125
+4% +$6.19K 0.03% 379
2016
Q1 		$168K Hold
3,540
– – 0.03% 400
2015
Q4 		$153K Buy
+3,540
New +$159K 0.03% 431

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
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MDP Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Meredith Corporation (MDP) in Q2 2019, closing a stake of 239 shares — an estimated $13K sold.

Wealthspire Advisors (Maryland) first reported a position in MDP in Q4 2015 and held it in 14 quarters. The position peaked at $194K in Q4 2016. 243 funds tracked by Wall St. Rank hold MDP as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Meredith Corporation position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 239 Meredith Corporation shares in Q2 2019, an estimated $13K.
  • Wealthspire Advisors (Maryland) first reported a position in Meredith Corporation in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Meredith Corporation position peaked at $194K in Q4 2016.
  • 243 funds tracked by Wall St. Rank held Meredith Corporation as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.