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Mariner Wealth Advisors (Cincinnati)’s BP BP Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-5,880
Closed -$234K – 140
2013
Q4 		$234K Buy
+5,880
New +$219K 0.04% 136

Other funds holding BP

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s BP Position: Q1 2014 in Review

Mariner Wealth Advisors (Cincinnati) sold out of BP (BP) in Q1 2014, closing a stake of 5,880 shares — an estimated $234K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in BP in Q4 2013 and held it in 1 quarter. The position peaked at $234K in Q4 2013. 888 funds tracked by Wall St. Rank hold BP as of Q1 2014.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining BP position as of Q1 2014 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 5,880 BP shares in Q1 2014, an estimated $234K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in BP in Q4 2013 and held it in 1 quarter.
  • Mariner Wealth Advisors (Cincinnati)'s BP position peaked at $234K in Q4 2013.
  • 888 funds tracked by Wall St. Rank held BP as of Q1 2014.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q1 2014, filed 23 Apr 2014.