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Mariner Wealth Advisors (Cincinnati)’s Analog Devices ADI Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio ADI Stock Details ADI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-2,433
Closed -$210K – 276
2017
Q3 		$210K Buy
+2,433
New +$196K 0.01% 259
2017
Q2 		– Sell
-2,735
Closed -$224K – 254
2017
Q1 		$224K Buy
+2,735
New +$215K 0.02% 235
2016
Q4 		– Sell
-3,135
Closed -$202K – 239
2016
Q3 		$202K Buy
+3,135
New +$194K 0.02% 245

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s ADI Position: Q4 2017 in Review

Mariner Wealth Advisors (Cincinnati) sold out of Analog Devices (ADI) in Q4 2017, closing a stake of 2,433 shares — an estimated $210K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in ADI in Q3 2016 and held it in 3 quarters. The position peaked at $224K in Q1 2017. 857 funds tracked by Wall St. Rank hold ADI as of Q4 2017.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining Analog Devices position as of Q4 2017 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 2,433 Analog Devices shares in Q4 2017, an estimated $210K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Analog Devices in Q3 2016 and held it in 3 quarters.
  • Mariner Wealth Advisors (Cincinnati)'s Analog Devices position peaked at $224K in Q1 2017.
  • 857 funds tracked by Wall St. Rank held Analog Devices as of Q4 2017.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q4 2017, filed 12 Feb 2018.