MWAC
ARG

Mariner Wealth Advisors (Cincinnati)’s Airgas Inc ARG Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio ARG Stock Details ARG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-5,735
Closed -$625K – 168
2014
Q2 		$625K Buy
5,735
+325
+6% +$34.7K 0.1% 81
2014
Q1 		$576K Buy
+5,410
New +$580K 0.09% 80

Other funds holding ARG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s ARG Position: Q3 2014 in Review

Mariner Wealth Advisors (Cincinnati) sold out of Airgas Inc (ARG) in Q3 2014, closing a stake of 5,735 shares — an estimated $625K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in ARG in Q1 2014 and held it in 2 quarters. The position peaked at $625K in Q2 2014. 351 funds tracked by Wall St. Rank hold ARG as of Q3 2014.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining Airgas Inc position as of Q3 2014 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 5,735 Airgas Inc shares in Q3 2014, an estimated $625K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Airgas Inc in Q1 2014 and held it in 2 quarters.
  • Mariner Wealth Advisors (Cincinnati)'s Airgas Inc position peaked at $625K in Q2 2014.
  • 351 funds tracked by Wall St. Rank held Airgas Inc as of Q3 2014.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2014, filed 17 Oct 2014.