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Mariner Wealth Advisors (Cincinnati)’s AbbVie ABBV Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio ABBV Stock Details ABBV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$1.07M Buy
11,359
+197
+2% +$18.7K 0.06% 137
2018
Q2 		$1.03M Sell
11,162
-36
-0.3% -$3.52K 0.06% 132
2018
Q1 		$1.06M Sell
11,198
-204
-2% -$22.4K 0.07% 128
2017
Q4 		$1.1M Sell
11,402
-894
-7% -$84.3K 0.07% 121
2017
Q3 		$1.09M Buy
12,296
+1,537
+14% +$117K 0.07% 120
2017
Q2 		$780K Buy
10,759
+255
+2% +$17.1K 0.05% 136
2017
Q1 		$684K Sell
10,504
-717
-6% -$45.1K 0.05% 142
2016
Q4 		$703K Sell
11,221
-283
-2% -$17.3K 0.05% 137
2016
Q3 		$726K Buy
11,504
+355
+3% +$23K 0.06% 133
2016
Q2 		$690K Buy
11,149
+1,603
+17% +$97.7K 0.06% 136
2016
Q1 		$545K Sell
9,546
-591
-6% -$32.9K 0.05% 145
2015
Q4 		$601K Buy
+10,137
New +$584K 0.06% 136
2015
Q1 		$521K Sell
8,897
-329
-4% -$19.9K 0.07% 103
2014
Q4 		$604K Buy
9,226
+524
+6% +$33K 0.09% 99
2014
Q3 		$503K Buy
8,702
+785
+10% +$43.6K 0.08% 106
2014
Q2 		$447K Sell
7,917
-1,615
-17% -$84.7K 0.07% 107
2014
Q1 		$490K Buy
9,532
+2,162
+29% +$109K 0.08% 92
2013
Q4 		$389K Buy
7,370
+61
+0.8% +$3K 0.06% 103
2013
Q3 		$327K Buy
7,309
+234
+3% +$10.4K 0.06% 96
2013
Q2 		$292K Buy
+7,075
New +$309K 0.06% 101

Other funds holding ABBV

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) increased its AbbVie (ABBV) stake by 1.8% in Q3 2018, buying an estimated $18.7K and bringing the position to 11,359 shares worth $1.07M. The position accounts for 0.06% of the portfolio, ranked #137.

Mariner Wealth Advisors (Cincinnati) first reported a position in ABBV in Q2 2013 and has held it in 20 quarters since. The position peaked at $1.1M in Q4 2017. 1,956 funds tracked by Wall St. Rank hold ABBV as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 11,359 shares of AbbVie worth $1.07M as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) bought 197 AbbVie shares in Q3 2018, an estimated $18.7K.
  • AbbVie made up 0.06% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #137 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in AbbVie in Q2 2013 and has held it in 20 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s AbbVie position peaked at $1.1M in Q4 2017.
  • 1,956 funds tracked by Wall St. Rank held AbbVie as of Q3 2018.

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