Mariner Wealth Advisors (Cincinnati)’s Boeing BA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$1.99M	Buy	5,362 +155	+3%	+$54.5K	0.11%	112
2018 Q2	$1.75M	Sell	5,207 -268	-5%	-$92.2K	0.1%	108
2018 Q1	$1.79M	Sell	5,475 -411	-7%	-$139K	0.11%	103
2017 Q4	$1.74M	Sell	5,886 -430	-7%	-$116K	0.11%	98
2017 Q3	$1.61M	Buy	6,316 +1,026	+19%	+$239K	0.1%	103
2017 Q2	$1.05M	Buy	5,290 +390	+8%	+$72.6K	0.07%	122
2017 Q1	$867K	Sell	4,900 -305	-6%	-$51.9K	0.06%	128
2016 Q4	$810K	Buy	5,205 +166	+3%	+$24.2K	0.06%	130
2016 Q3	$664K	Sell	5,039 -3,017	-37%	-$397K	0.06%	139
2016 Q2	$1.05M	Sell	8,056 -8,267	-51%	-$1.08M	0.09%	117
2016 Q1	$2.07M	Sell	16,323 -94,843	-85%	-$11.8M	0.2%	85
2015 Q4	$16.1M	Buy	+111,166	New	+$16M	1.57%	20
2015 Q1	$14.5M	Buy	96,376 +2,829	+3%	+$412K	2.03%	20
2014 Q4	$12.2M	Buy	+93,547	New	+$11.9M	1.76%	26

Other funds holding BA

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) increased its Boeing (BA) stake by 3% in Q3 2018, buying an estimated $54.5K and bringing the position to 5,362 shares worth $1.99M. The position accounts for 0.11% of the portfolio, ranked #112.

Mariner Wealth Advisors (Cincinnati) first reported a position in BA in Q4 2014 and has held it in 14 quarters since. The position peaked at $16.1M in Q4 2015. 1,929 funds tracked by Wall St. Rank hold BA as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 5,362 shares of Boeing worth $1.99M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 155 Boeing shares in Q3 2018, an estimated $54.5K.
Boeing made up 0.11% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #112 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Boeing in Q4 2014 and has held it in 14 quarters since.
Mariner Wealth Advisors (Cincinnati)'s Boeing position peaked at $16.1M in Q4 2015.
1,929 funds tracked by Wall St. Rank held Boeing as of Q3 2018.

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