MIG
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Mariner Investment Group’s Adams Diversified Equity Fund ADX Stock Holding History

Mariner Investment Group’s Portfolio ADX Stock Details ADX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-15,000
Closed -$291K – 168
2021
Q4 		$291K Buy
+15,000
New +$301K 0.12% 67
2015
Q1 		– Sell
-28,346
Closed -$388K – 178
2014
Q4 		$388K Buy
+28,346
New +$393K 0.07% 175

Other funds holding ADX

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Mariner Investment Group's ADX Position: Q1 2022 in Review

Mariner Investment Group sold out of Adams Diversified Equity Fund (ADX) in Q1 2022, closing a stake of 15,000 shares — an estimated $291K sold.

Mariner Investment Group first reported a position in ADX in Q4 2014 and held it in 2 quarters. The position peaked at $388K in Q4 2014. 143 funds tracked by Wall St. Rank hold ADX as of Q1 2022.

  • Mariner Investment Group reported no remaining Adams Diversified Equity Fund position as of Q1 2022 after selling out during the quarter.
  • Mariner Investment Group sold 15,000 Adams Diversified Equity Fund shares in Q1 2022, an estimated $291K.
  • Mariner Investment Group first reported a position in Adams Diversified Equity Fund in Q4 2014 and held it in 2 quarters.
  • Mariner Investment Group's Adams Diversified Equity Fund position peaked at $388K in Q4 2014.
  • 143 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q1 2022.

Based on Mariner Investment Group's 13F filing for Q1 2022, filed 12 May 2022.