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Mariner Wealth Advisors (Cincinnati)’s Applied Materials AMAT Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio AMAT Stock Details AMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-11,708
Closed -$541K – 286
2018
Q2 		$541K Buy
11,708
+400
+4% +$20.6K 0.03% 177
2018
Q1 		$629K Hold
11,308
– – 0.04% 163
2017
Q4 		$578K Buy
11,308
+7,143
+172% +$387K 0.04% 162
2017
Q3 		$217K Buy
+4,165
New +$188K 0.01% 256

Other funds holding AMAT

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) sold out of Applied Materials (AMAT) in Q3 2018, closing a stake of 11,708 shares — an estimated $541K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in AMAT in Q3 2017 and held it in 4 quarters. The position peaked at $629K in Q1 2018. 1,004 funds tracked by Wall St. Rank hold AMAT as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining Applied Materials position as of Q3 2018 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 11,708 Applied Materials shares in Q3 2018, an estimated $541K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Applied Materials in Q3 2017 and held it in 4 quarters.
  • Mariner Wealth Advisors (Cincinnati)'s Applied Materials position peaked at $629K in Q1 2018.
  • 1,004 funds tracked by Wall St. Rank held Applied Materials as of Q3 2018.

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