Mariner Wealth Advisors (Cincinnati)’s Axalta AXTA Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio AXTA Stock Details AXTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$381K	Sell	13,060 -145	-1%	-$4.35K	0.02%	220
2018 Q2	$400K	Sell	13,205 -1,640	-11%	-$51.4K	0.02%	217
2018 Q1	$448K	Buy	14,845 +870	+6%	+$27.2K	0.03%	202
2017 Q4	$452K	Buy	13,975 +690	+5%	+$21.9K	0.03%	193
2017 Q3	$384K	Buy	13,285 +345	+3%	+$10.4K	0.02%	195
2017 Q2	$415K	Buy	12,940 +245	+2%	+$7.83K	0.03%	188
2017 Q1	$409K	Buy	12,695 +825	+7%	+$24.5K	0.03%	185
2016 Q4	$323K	Buy	+11,870	New	+$312K	0.03%	200

Other funds holding AXTA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DVI

Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) reduced its Axalta (AXTA) stake by 1.1% in Q3 2018, selling an estimated $4.35K and leaving 13,060 shares worth $381K. The position accounts for 0.02% of the portfolio, ranked #220.

Mariner Wealth Advisors (Cincinnati) first reported a position in AXTA in Q4 2016 and has held it in 8 quarters since. The position peaked at $452K in Q4 2017. 347 funds tracked by Wall St. Rank hold AXTA as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 13,060 shares of Axalta worth $381K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) sold 145 Axalta shares in Q3 2018, an estimated $4.35K.
Axalta made up 0.02% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #220 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Axalta in Q4 2016 and has held it in 8 quarters since.
Mariner Wealth Advisors (Cincinnati)'s Axalta position peaked at $452K in Q4 2017.
347 funds tracked by Wall St. Rank held Axalta as of Q3 2018.

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