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Mariner Wealth Advisors (Cincinnati)’s Apple AAPL Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$27.4M Buy
485,576
+273,220
+129% +$14.2M 1.51% 15
2018
Q2 		$9.83M Buy
212,356
+4,544
+2% +$206K 0.58% 53
2018
Q1 		$8.72M Sell
207,812
-148,392
-42% -$6.39M 0.54% 53
2017
Q4 		$15.1M Buy
356,204
+167,180
+88% +$6.99M 0.91% 46
2017
Q3 		$7.28M Buy
189,024
+12,352
+7% +$479K 0.47% 58
2017
Q2 		$6.36M Sell
176,672
-3,308
-2% -$122K 0.44% 63
2017
Q1 		$6.46M Sell
179,980
-1,128
-0.6% -$37.1K 0.47% 63
2016
Q4 		$5.24M Buy
181,108
+27,020
+18% +$766K 0.41% 64
2016
Q3 		$4.36M Sell
154,088
-42,444
-22% -$1.12M 0.37% 67
2016
Q2 		$4.7M Sell
196,532
-3,580
-2% -$89K 0.42% 63
2016
Q1 		$5.45M Buy
200,112
+11,940
+6% +$297K 0.53% 57
2015
Q4 		$4.95M Buy
+188,172
New +$5.38M 0.48% 57
2015
Q1 		$5.71M Buy
183,596
+224
+0.1% +$6.76K 0.8% 42
2014
Q4 		$5.06M Buy
183,372
+2,224
+1% +$60.5K 0.73% 42
2014
Q3 		$4.56M Buy
181,148
+42,900
+31% +$1.05M 0.73% 42
2014
Q2 		$3.21M Buy
138,248
+40,416
+41% +$860K 0.51% 45
2014
Q1 		$1.88M Sell
97,832
-4,844
-5% -$92.1K 0.3% 55
2013
Q4 		$2.06M Buy
102,676
+4,452
+5% +$84.1K 0.34% 55
2013
Q3 		$1.67M Sell
98,224
-3,388
-3% -$56.2K 0.31% 55
2013
Q2 		$1.44M Buy
+101,612
New +$1.56M 0.29% 57

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Mariner Wealth Advisors (Cincinnati)'s AAPL Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its Apple (AAPL) stake by 129% in Q3 2018, buying an estimated $14.2M and bringing the position to 485,576 shares worth $27.4M. The position accounts for 1.51% of the portfolio, ranked #15.

Mariner Wealth Advisors (Cincinnati) first reported a position in AAPL in Q2 2013 and has held it in 20 quarters since. 2,831 funds tracked by Wall St. Rank hold AAPL as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 485,576 shares of Apple worth $27.4M as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) bought 273,220 Apple shares in Q3 2018, an estimated $14.2M.
  • Apple made up 1.51% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #15 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Apple in Q2 2013 and has held it in 20 quarters since.
  • 2,831 funds tracked by Wall St. Rank held Apple as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.