Mariner Wealth Advisors (Cincinnati)’s Baxter International BAX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$214K	Sell	2,776 -155	-5%	-$11.5K	0.01%	276
2018 Q2	$216K	Buy	+2,931	New	+$207K	0.01%	283
2015 Q1	$249K	Sell	6,681 -644	-9%	-$24.4K	0.04%	153
2014 Q4	$292K	Buy	7,325 +2,109	+40%	+$82.1K	0.04%	145
2014 Q3	$203K	Buy	+5,216	New	+$212K	0.03%	156
2013 Q4	–	Sell	-6,710	Closed	-$239K	–	145
2013 Q3	$239K	Sell	6,710 -2,523	-27%	-$97.9K	0.04%	113
2013 Q2	$347K	Buy	+9,233	New	+$354K	0.07%	89

Other funds holding BAX

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

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

Third Point New York $2.08B AUM 27.04% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Mariner Wealth Advisors (Cincinnati) reduced its Baxter International (BAX) stake by 5.3% in Q3 2018, selling an estimated $11.5K and leaving 2,776 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #276.

Mariner Wealth Advisors (Cincinnati) first reported a position in BAX in Q2 2013 and has held it in 7 quarters since. The position peaked at $347K in Q2 2013. 1,069 funds tracked by Wall St. Rank hold BAX as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 2,776 shares of Baxter International worth $214K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) sold 155 Baxter International shares in Q3 2018, an estimated $11.5K.
Baxter International made up 0.01% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #276 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Baxter International in Q2 2013 and has held it in 7 quarters since.
Mariner Wealth Advisors (Cincinnati)'s Baxter International position peaked at $347K in Q2 2013.
1,069 funds tracked by Wall St. Rank held Baxter International as of Q3 2018.

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