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Mariner Wealth Advisors (Cincinnati)’s Air Products & Chemicals APD Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio APD Stock Details APD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$23.8M Buy
142,689
+5,242
+4% +$854K 1.32% 25
2018
Q2 		$21.4M Buy
137,447
+3,695
+3% +$604K 1.27% 27
2018
Q1 		$21.3M Buy
133,752
+6,365
+5% +$1.05M 1.31% 23
2017
Q4 		$20.9M Buy
127,387
+3,886
+3% +$619K 1.27% 29
2017
Q3 		$18.7M Buy
123,501
+3,917
+3% +$574K 1.21% 28
2017
Q2 		$17.1M Buy
119,584
+5,119
+4% +$728K 1.19% 29
2017
Q1 		$15.5M Buy
114,465
+82,450
+258% +$11.6M 1.11% 33
2016
Q4 		$4.6M Buy
32,015
+7,952
+33% +$1.11M 0.36% 68
2016
Q3 		$3.35M Buy
24,063
+4,232
+21% +$587K 0.29% 77
2016
Q2 		$2.61M Buy
19,831
+16,805
+555% +$2.24M 0.23% 85
2016
Q1 		$403K Buy
3,026
+643
+27% +$77.8K 0.04% 170
2015
Q4 		$287K Buy
+2,383
New +$300K 0.03% 196
2015
Q1 		$1.21M Hold
8,632
– – 0.17% 69
2014
Q4 		$1.15M Sell
8,632
-378
-4% -$47.8K 0.17% 70
2014
Q3 		$1.08M Hold
9,010
– – 0.17% 64
2014
Q2 		$1.07M Sell
9,010
-216
-2% -$24.1K 0.17% 63
2014
Q1 		$1.02M Buy
9,226
+632
+7% +$67.1K 0.16% 65
2013
Q4 		$889K Sell
8,594
-81
-0.9% -$8.16K 0.15% 74
2013
Q3 		$855K Sell
8,675
-22
-0.3% -$2.09K 0.16% 68
2013
Q2 		$737K Buy
+8,697
New +$731K 0.15% 72

Other funds holding APD

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 Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) increased its Air Products & Chemicals (APD) stake by 3.8% in Q3 2018, buying an estimated $854K and bringing the position to 142,689 shares worth $23.8M. The position accounts for 1.32% of the portfolio, ranked #25.

Mariner Wealth Advisors (Cincinnati) first reported a position in APD in Q2 2013 and has held it in 20 quarters since. 1,044 funds tracked by Wall St. Rank hold APD as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 142,689 shares of Air Products & Chemicals worth $23.8M as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) bought 5,242 Air Products & Chemicals shares in Q3 2018, an estimated $854K.
  • Air Products & Chemicals made up 1.32% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #25 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Air Products & Chemicals in Q2 2013 and has held it in 20 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2018.

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