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Mariner Wealth Advisors (Cincinnati)’s Amazon AMZN Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$2.54M Sell
25,360
-9,900
-28% -$931K 0.14% 99
2018
Q2 		$3M Buy
35,260
+9,320
+36% +$740K 0.18% 87
2018
Q1 		$1.88M Sell
25,940
-660
-2% -$47.2K 0.12% 99
2017
Q4 		$1.55M Sell
26,600
-2,740
-9% -$151K 0.09% 104
2017
Q3 		$1.41M Sell
29,340
-270,960
-90% -$13.3M 0.09% 107
2017
Q2 		$14.5M Buy
300,300
+6,360
+2% +$303K 1.01% 38
2017
Q1 		$13M Buy
293,940
+17,680
+6% +$737K 0.94% 46
2016
Q4 		$10.4M Buy
276,260
+8,600
+3% +$337K 0.81% 51
2016
Q3 		$11.2M Buy
267,660
+224,600
+522% +$8.6M 0.95% 44
2016
Q2 		$1.54M Buy
43,060
+9,280
+27% +$314K 0.14% 99
2016
Q1 		$1M Sell
33,780
-2,620
-7% -$74.4K 0.1% 108
2015
Q4 		$1.23M Buy
+36,400
New +$1.15M 0.12% 94
2015
Q1 		$212K Sell
11,420
-2,540
-18% -$44.7K 0.03% 174
2014
Q4 		$217K Buy
+13,960
New +$217K 0.03% 168
2014
Q2 		– Sell
-17,180
Closed -$289K – 147
2014
Q1 		$289K Sell
17,180
-260
-1% -$4.83K 0.05% 120
2013
Q4 		$348K Buy
+17,440
New +$314K 0.06% 108

Other funds holding AMZN

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) reduced its Amazon (AMZN) stake by 28% in Q3 2018, selling an estimated $931K and leaving 25,360 shares worth $2.54M. The position accounts for 0.14% of the portfolio, ranked #99.

Mariner Wealth Advisors (Cincinnati) first reported a position in AMZN in Q4 2013 and has held it in 16 quarters since. The position peaked at $14.5M in Q2 2017. 2,450 funds tracked by Wall St. Rank hold AMZN as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 25,360 shares of Amazon worth $2.54M as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) sold 9,900 Amazon shares in Q3 2018, an estimated $931K.
  • Amazon made up 0.14% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #99 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Amazon in Q4 2013 and has held it in 16 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s Amazon position peaked at $14.5M in Q2 2017.
  • 2,450 funds tracked by Wall St. Rank held Amazon as of Q3 2018.

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