Mariner Wealth Advisors (Cincinnati)’s American Airlines Group AAL Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio AAL Stock Details AAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-28,961	Closed	-$1.5M	–	295
2018 Q1	$1.5M	Sell	28,961 -44	-0.2%	-$2.36K	0.09%	112
2017 Q4	$1.51M	Sell	29,005 -410	-1%	-$20.4K	0.09%	105
2017 Q3	$1.4M	Sell	29,415 -145	-0.5%	-$7.01K	0.09%	108
2017 Q2	$1.49M	Sell	29,560 -3,370	-10%	-$157K	0.1%	107
2017 Q1	$1.39M	Buy	32,930 +2,750	+9%	+$124K	0.1%	109
2016 Q4	$1.41M	Sell	30,180 -2,455	-8%	-$107K	0.11%	107
2016 Q3	$1.2M	Buy	32,635 +8,950	+38%	+$316K	0.1%	111
2016 Q2	$671K	Buy	23,685 +4,330	+22%	+$146K	0.06%	138
2016 Q1	$794K	Sell	19,355 -4,550	-19%	-$183K	0.08%	121
2015 Q4	$1.01M	Buy	+23,905	New	+$1.04M	0.1%	108
2015 Q1	$1.93M	Buy	36,475 +9,855	+37%	+$500K	0.27%	56
2014 Q4	$1.43M	Buy	26,620 +11,435	+75%	+$493K	0.21%	61
2014 Q3	$539K	Buy	+15,185	New	+$597K	0.09%	99

Other funds holding AAL

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPU

Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s AAL Position: Q2 2018 in Review

Mariner Wealth Advisors (Cincinnati) sold out of American Airlines Group (AAL) in Q2 2018, closing a stake of 28,961 shares — an estimated $1.5M sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in AAL in Q3 2014 and held it in 13 quarters. The position peaked at $1.93M in Q1 2015. 582 funds tracked by Wall St. Rank hold AAL as of Q2 2018.

Mariner Wealth Advisors (Cincinnati) reported no remaining American Airlines Group position as of Q2 2018 after selling out during the quarter.
Mariner Wealth Advisors (Cincinnati) sold 28,961 American Airlines Group shares in Q2 2018, an estimated $1.5M.
Mariner Wealth Advisors (Cincinnati) first reported a position in American Airlines Group in Q3 2014 and held it in 13 quarters.
Mariner Wealth Advisors (Cincinnati)'s American Airlines Group position peaked at $1.93M in Q1 2015.
582 funds tracked by Wall St. Rank held American Airlines Group as of Q2 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q2 2018, filed 14 Aug 2018.