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Mariner Wealth Advisors (Cincinnati)’s Advance Auto Parts AAP Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio AAP Stock Details AAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-3,494
Closed -$414K – 296
2018
Q1 		$414K Sell
3,494
-560
-14% -$64K 0.03% 210
2017
Q4 		$404K Buy
4,054
+395
+11% +$36.3K 0.02% 202
2017
Q3 		$363K Buy
+3,659
New +$369K 0.02% 200

Other funds holding AAP

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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) sold out of Advance Auto Parts (AAP) in Q2 2018, closing a stake of 3,494 shares — an estimated $414K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in AAP in Q3 2017 and held it in 3 quarters. The position peaked at $414K in Q1 2018. 460 funds tracked by Wall St. Rank hold AAP as of Q2 2018.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining Advance Auto Parts position as of Q2 2018 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 3,494 Advance Auto Parts shares in Q2 2018, an estimated $414K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Advance Auto Parts in Q3 2017 and held it in 3 quarters.
  • Mariner Wealth Advisors (Cincinnati)'s Advance Auto Parts position peaked at $414K in Q1 2018.
  • 460 funds tracked by Wall St. Rank held Advance Auto Parts as of Q2 2018.

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