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Mariner Wealth Advisors (Cincinnati)’s Blackrock BLK Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio BLK Stock Details BLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$404K Sell
858
-1
-0.1% -$486 0.02% 214
2018
Q2 		$429K Buy
859
+8
+0.9% +$4.23K 0.03% 212
2018
Q1 		$461K Sell
851
-50
-6% -$27.4K 0.03% 198
2017
Q4 		$463K Buy
901
+3
+0.3% +$1.46K 0.03% 188
2017
Q3 		$401K Buy
898
+100
+13% +$42.7K 0.03% 187
2017
Q2 		$337K Sell
798
-575
-42% -$229K 0.02% 204
2017
Q1 		$527K Buy
1,373
+433
+46% +$166K 0.04% 158
2016
Q4 		$358K Buy
940
+20
+2% +$7.33K 0.03% 192
2016
Q3 		$333K Buy
920
+20
+2% +$7.28K 0.03% 202
2016
Q2 		$308K Buy
900
+59
+7% +$20.7K 0.03% 208
2016
Q1 		$286K Sell
841
-100
-11% -$31.7K 0.03% 194
2015
Q4 		$320K Buy
+941
New +$320K 0.03% 186
2015
Q1 		$484K Hold
1,324
– – 0.07% 108
2014
Q4 		$473K Buy
1,324
+100
+8% +$34.2K 0.07% 111
2014
Q3 		$402K Buy
1,224
+18
+1% +$5.79K 0.06% 121
2014
Q2 		$385K Sell
1,206
-27
-2% -$8.28K 0.06% 112
2014
Q1 		$388K Buy
1,233
+391
+46% +$120K 0.06% 103
2013
Q4 		$266K Buy
842
+92
+12% +$27.5K 0.04% 128
2013
Q3 		$203K Buy
+750
New +$204K 0.04% 119

Other funds holding BLK

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFG
Mizuho Financial Group Chiyoda-Ku, Tokyo, Japan $1.21B AUM 23.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) reduced its Blackrock (BLK) stake by 0.12% in Q3 2018, selling an estimated $486 and leaving 858 shares worth $404K. The position accounts for 0.02% of the portfolio, ranked #214.

Mariner Wealth Advisors (Cincinnati) first reported a position in BLK in Q3 2013 and has held it in 19 quarters since. The position peaked at $527K in Q1 2017. 1,230 funds tracked by Wall St. Rank hold BLK as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 858 shares of Blackrock worth $404K as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) sold 1 Blackrock share in Q3 2018, an estimated $486.
  • Blackrock made up 0.02% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #214 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Blackrock in Q3 2013 and has held it in 19 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s Blackrock position peaked at $527K in Q1 2017.
  • 1,230 funds tracked by Wall St. Rank held Blackrock as of Q3 2018.

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