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Mariner Wealth Advisors (Cincinnati)’s Automatic Data Processing ADP Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio ADP Stock Details ADP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$3.38M Sell
22,442
-629
-3% -$89K 0.19% 89
2018
Q2 		$3.1M Sell
23,071
-434
-2% -$55K 0.18% 85
2018
Q1 		$2.67M Sell
23,505
-2,257
-9% -$263K 0.16% 86
2017
Q4 		$3.02M Sell
25,762
-379
-1% -$43.3K 0.18% 79
2017
Q3 		$2.86M Sell
26,141
-2,024
-7% -$217K 0.19% 83
2017
Q2 		$2.89M Sell
28,165
-503
-2% -$50.9K 0.2% 82
2017
Q1 		$2.94M Buy
28,668
+4,416
+18% +$450K 0.21% 84
2016
Q4 		$2.49M Sell
24,252
-1,089
-4% -$102K 0.19% 87
2016
Q3 		$2.23M Buy
25,341
+3,345
+15% +$303K 0.19% 91
2016
Q2 		$2.02M Buy
21,996
+1,286
+6% +$114K 0.18% 94
2016
Q1 		$1.86M Sell
20,710
-1,370
-6% -$115K 0.18% 88
2015
Q4 		$1.87M Buy
+22,080
New +$1.9M 0.18% 86
2015
Q1 		$1.79M Buy
20,875
+2,329
+13% +$201K 0.25% 58
2014
Q4 		$1.55M Sell
18,546
-1,033
-5% -$83.7K 0.22% 58
2014
Q3 		$1.43M Buy
19,579
+34
+0.2% +$2.46K 0.23% 59
2014
Q2 		$1.36M Sell
19,545
-201
-1% -$13.7K 0.21% 56
2014
Q1 		$1.34M Sell
19,746
-782
-4% -$53.3K 0.22% 58
2013
Q4 		$1.46M Sell
20,528
-762
-4% -$51.3K 0.24% 61
2013
Q3 		$1.35M Sell
21,290
-44,089
-67% -$2.8M 0.25% 59
2013
Q2 		$3.95M Buy
+65,379
New +$3.9M 0.78% 45

Other funds holding ADP

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) reduced its Automatic Data Processing (ADP) stake by 2.7% in Q3 2018, selling an estimated $89K and leaving 22,442 shares worth $3.38M. The position accounts for 0.19% of the portfolio, ranked #89.

Mariner Wealth Advisors (Cincinnati) first reported a position in ADP in Q2 2013 and has held it in 20 quarters since. The position peaked at $3.95M in Q2 2013. 1,416 funds tracked by Wall St. Rank hold ADP as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 22,442 shares of Automatic Data Processing worth $3.38M as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) sold 629 Automatic Data Processing shares in Q3 2018, an estimated $89K.
  • Automatic Data Processing made up 0.19% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #89 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Automatic Data Processing in Q2 2013 and has held it in 20 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s Automatic Data Processing position peaked at $3.95M in Q2 2013.
  • 1,416 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2018.

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