Mariner Wealth Advisors (Cincinnati)’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $19.7M | Sell |
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|
2018
Q2 | $25.5M | Buy |
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|
2018
Q1 | $23.7M | Buy |
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|
2017
Q4 | $24.6M | Buy |
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|
2017
Q3 | $24.1M | Buy |
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|
2017
Q2 | $22.9M | Sell |
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|
2017
Q1 | $21.3M | Buy |
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|
2016
Q4 | $20.4M | Sell |
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|
2016
Q3 | $17.4M | Buy |
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|
2016
Q2 | $15.4M | Buy |
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|
2016
Q1 | $14.3M | Buy |
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|
2015
Q4 | $12M | Buy |
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|
2015
Q1 | $851K | Sell |
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|
2014
Q4 | $908K | Sell |
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|
2014
Q3 | $991K | Sell |
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|
2014
Q2 | $989K | Sell |
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|
2014
Q1 | $1.93M | Sell |
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|
2013
Q4 | $14.9M | Sell |
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|
2013
Q3 | $13M | Buy |
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|
2013
Q2 | $12M | Buy |
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