Mariner Wealth Advisors (Cincinnati)’s Abbott ABT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$21.4M	Buy	291,483 +21,780	+8%	+$1.43M	1.18%	27
2018 Q2	$16.4M	Buy	269,703 +17,074	+7%	+$1.04M	0.97%	42
2018 Q1	$15.1M	Buy	252,629 +223,941	+781%	+$13.5M	0.93%	41
2017 Q4	$1.64M	Sell	28,688 -946	-3%	-$52.4K	0.1%	101
2017 Q3	$1.58M	Buy	29,634 +563	+2%	+$28.2K	0.1%	104
2017 Q2	$1.41M	Sell	29,071 -2,254	-7%	-$102K	0.1%	108
2017 Q1	$1.39M	Sell	31,325 -2,774	-8%	-$120K	0.1%	110
2016 Q4	$1.31M	Sell	34,099 -1,406	-4%	-$55.8K	0.1%	109
2016 Q3	$1.5M	Sell	35,505 -5,138	-13%	-$220K	0.13%	103
2016 Q2	$1.6M	Buy	40,643 +3,800	+10%	+$151K	0.14%	97
2016 Q1	$1.54M	Sell	36,843 -5,133	-12%	-$203K	0.15%	94
2015 Q4	$1.89M	Buy	+41,976	New	+$1.85M	0.18%	85
2015 Q1	$1.96M	Sell	42,273 -3,505	-8%	-$161K	0.28%	55
2014 Q4	$2.06M	Sell	45,778 -1,919	-4%	-$83.6K	0.3%	49
2014 Q3	$1.98M	Sell	47,697 -2,579	-5%	-$109K	0.32%	50
2014 Q2	$2.06M	Sell	50,276 -23,011	-31%	-$904K	0.32%	51
2014 Q1	$2.82M	Sell	73,287 -169,870	-70%	-$6.55M	0.46%	46
2013 Q4	$9.32M	Buy	243,157 +8,058	+3%	+$297K	1.54%	35
2013 Q3	$7.8M	Sell	235,099 -38,281	-14%	-$1.34M	1.45%	38
2013 Q2	$9.54M	Buy	+273,380	New	+$10M	1.89%	26

Other funds holding ABT

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) increased its Abbott (ABT) stake by 8.1% in Q3 2018, buying an estimated $1.43M and bringing the position to 291,483 shares worth $21.4M. The position accounts for 1.18% of the portfolio, ranked #27.

Mariner Wealth Advisors (Cincinnati) first reported a position in ABT in Q2 2013 and has held it in 20 quarters since. 1,868 funds tracked by Wall St. Rank hold ABT as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 291,483 shares of Abbott worth $21.4M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 21,780 Abbott shares in Q3 2018, an estimated $1.43M.
Abbott made up 1.18% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #27 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Abbott in Q2 2013 and has held it in 20 quarters since.
1,868 funds tracked by Wall St. Rank held Abbott as of Q3 2018.

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