Mariner Wealth Advisors (Cincinnati)’s DuPont de Nemours DD Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio DD Stock Details DD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$713K	Sell	4,376 -659	-13%	-$113K	0.04%	156
2018 Q2	$841K	Buy	5,035 +735	+17%	+$123K	0.05%	142
2018 Q1	$694K	Buy	4,300 +167	+4%	+$30.2K	0.04%	155
2017 Q4	$745K	Sell	4,133 -609	-13%	-$110K	0.05%	141
2017 Q3	$831K	Buy	+4,742	New	+$791K	0.05%	134
2016 Q2	–	Sell	-3,739	Closed	-$482K	–	251
2016 Q1	$482K	Buy	+3,739	New	+$448K	0.05%	158

Other funds holding DD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) reduced its DuPont de Nemours (DD) stake by 13% in Q3 2018, selling an estimated $113K and leaving 4,376 shares worth $713K. The position accounts for 0.04% of the portfolio, ranked #156.

Mariner Wealth Advisors (Cincinnati) first reported a position in DD in Q1 2016 and has held it in 6 quarters since. The position peaked at $841K in Q2 2018. 1,819 funds tracked by Wall St. Rank hold DD as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 4,376 shares of DuPont de Nemours worth $713K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) sold 659 DuPont de Nemours shares in Q3 2018, an estimated $113K.
DuPont de Nemours made up 0.04% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #156 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in DuPont de Nemours in Q1 2016 and has held it in 6 quarters since.
Mariner Wealth Advisors (Cincinnati)'s DuPont de Nemours position peaked at $841K in Q2 2018.
1,819 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2018.

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