Mariner Wealth Advisors (Cincinnati)’s Bank of America BAC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$27.2M	Buy	921,882 +40,456	+5%	+$1.23M	1.5%	16
2018 Q2	$24.8M	Buy	881,426 +28,207	+3%	+$842K	1.47%	16
2018 Q1	$25.6M	Sell	853,219 -46,157	-5%	-$1.45M	1.57%	15
2017 Q4	$26.6M	Buy	899,376 +279,515	+45%	+$7.7M	1.61%	14
2017 Q3	$15.7M	Buy	619,861 +50,869	+9%	+$1.23M	1.02%	38
2017 Q2	$13.8M	Buy	568,992 +513,504	+925%	+$12M	0.96%	40
2017 Q1	$1.31M	Sell	55,488 -16,210	-23%	-$385K	0.09%	111
2016 Q4	$1.58M	Sell	71,698 -11,824	-14%	-$228K	0.12%	101
2016 Q3	$1.31M	Sell	83,522 -17,727	-18%	-$264K	0.11%	105
2016 Q2	$1.34M	Sell	101,249 -7,319	-7%	-$103K	0.12%	104
2016 Q1	$1.47M	Sell	108,568 -13,209	-11%	-$178K	0.14%	96
2015 Q4	$2.05M	Buy	+121,777	New	+$2.06M	0.2%	81
2015 Q1	$2.3M	Buy	149,690 +15,426	+11%	+$248K	0.32%	52
2014 Q4	$2.4M	Buy	134,264 +19,152	+17%	+$328K	0.35%	48
2014 Q3	$1.96M	Buy	+115,112	New	+$1.83M	0.31%	51

Other funds holding BAC

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) increased its Bank of America (BAC) stake by 4.6% in Q3 2018, buying an estimated $1.23M and bringing the position to 921,882 shares worth $27.2M. The position accounts for 1.5% of the portfolio, ranked #16.

Mariner Wealth Advisors (Cincinnati) first reported a position in BAC in Q3 2014 and has held it in 15 quarters since. 2,017 funds tracked by Wall St. Rank hold BAC as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 921,882 shares of Bank of America worth $27.2M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 40,456 Bank of America shares in Q3 2018, an estimated $1.23M.
Bank of America made up 1.5% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #16 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Bank of America in Q3 2014 and has held it in 15 quarters since.
2,017 funds tracked by Wall St. Rank held Bank of America as of Q3 2018.

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