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Mariner Wealth Advisors (Cincinnati)’s Crown Holdings CCK Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio CCK Stock Details CCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$1.74M Buy
36,255
+1,150
+3% +$51.1K 0.1% 118
2018
Q2 		$1.57M Buy
+35,105
New +$1.64M 0.09% 114

Other funds holding CCK

SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) increased its Crown Holdings (CCK) stake by 3.3% in Q3 2018, buying an estimated $51.1K and bringing the position to 36,255 shares worth $1.74M. The position accounts for 0.1% of the portfolio, ranked #118.

Mariner Wealth Advisors (Cincinnati) first reported a position in CCK in Q2 2018 and has held it in 2 quarters since. 360 funds tracked by Wall St. Rank hold CCK as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 36,255 shares of Crown Holdings worth $1.74M as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) bought 1,150 Crown Holdings shares in Q3 2018, an estimated $51.1K.
  • Crown Holdings made up 0.1% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #118 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Crown Holdings in Q2 2018 and has held it in 2 quarters since.
  • 360 funds tracked by Wall St. Rank held Crown Holdings as of Q3 2018.

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