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Mariner Wealth Advisors (Cincinnati)’s Clearfield CLFD Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio CLFD Stock Details CLFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-10,136
Closed -$136K – 242
2015
Q4 		$136K Buy
+10,136
New +$139K 0.01% 239

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s CLFD Position: Q1 2016 in Review

Mariner Wealth Advisors (Cincinnati) sold out of Clearfield (CLFD) in Q1 2016, closing a stake of 10,136 shares — an estimated $136K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in CLFD in Q4 2015 and held it in 1 quarter. The position peaked at $136K in Q4 2015. 49 funds tracked by Wall St. Rank hold CLFD as of Q1 2016.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining Clearfield position as of Q1 2016 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 10,136 Clearfield shares in Q1 2016, an estimated $136K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Clearfield in Q4 2015 and held it in 1 quarter.
  • Mariner Wealth Advisors (Cincinnati)'s Clearfield position peaked at $136K in Q4 2015.
  • 49 funds tracked by Wall St. Rank held Clearfield as of Q1 2016.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q1 2016, filed 12 May 2016.