MWAC
ACN icon

Mariner Wealth Advisors (Cincinnati)’s Accenture ACN Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio ACN Stock Details ACN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$662K Buy
3,888
+53
+1% +$8.82K 0.04% 164
2018
Q2 		$627K Sell
3,835
-1,044
-21% -$162K 0.04% 161
2018
Q1 		$749K Buy
4,879
+965
+25% +$153K 0.05% 147
2017
Q4 		$599K Sell
3,914
-492
-11% -$71.3K 0.04% 159
2017
Q3 		$595K Buy
4,406
+341
+8% +$44.4K 0.04% 151
2017
Q2 		$503K Sell
4,065
-73
-2% -$8.89K 0.04% 167
2017
Q1 		$496K Buy
4,138
+260
+7% +$31K 0.04% 167
2016
Q4 		$454K Sell
3,878
-283
-7% -$33.6K 0.04% 169
2016
Q3 		$508K Sell
4,161
-697
-14% -$79.4K 0.04% 161
2016
Q2 		$550K Buy
4,858
+67
+1% +$7.77K 0.05% 155
2016
Q1 		$553K Buy
4,791
+160
+3% +$16.4K 0.05% 141
2015
Q4 		$484K Buy
+4,631
New +$489K 0.05% 151
2015
Q1 		$411K Sell
4,382
-207
-5% -$18.5K 0.06% 121
2014
Q4 		$410K Sell
4,589
-134,259
-97% -$11.1M 0.06% 127
2014
Q3 		$11.3M Sell
138,848
-15,748
-10% -$1.26M 1.81% 29
2014
Q2 		$12.5M Buy
154,596
+6,834
+5% +$549K 1.97% 29
2014
Q1 		$11.8M Buy
147,762
+4,804
+3% +$395K 1.91% 28
2013
Q4 		$11.8M Buy
142,958
+3,388
+2% +$256K 1.94% 26
2013
Q3 		$10.3M Buy
139,570
+9,289
+7% +$688K 1.91% 29
2013
Q2 		$9.38M Buy
+130,281
New +$10.4M 1.86% 28

Other funds holding ACN

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) increased its Accenture (ACN) stake by 1.4% in Q3 2018, buying an estimated $8.82K and bringing the position to 3,888 shares worth $662K. The position accounts for 0.04% of the portfolio, ranked #164.

Mariner Wealth Advisors (Cincinnati) first reported a position in ACN in Q2 2013 and has held it in 20 quarters since. The position peaked at $12.5M in Q2 2014. 1,314 funds tracked by Wall St. Rank hold ACN as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 3,888 shares of Accenture worth $662K as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) bought 53 Accenture shares in Q3 2018, an estimated $8.82K.
  • Accenture made up 0.04% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #164 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Accenture in Q2 2013 and has held it in 20 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s Accenture position peaked at $12.5M in Q2 2014.
  • 1,314 funds tracked by Wall St. Rank held Accenture as of Q3 2018.

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