MWAC
DE icon

Mariner Wealth Advisors (Cincinnati)’s Deere & Co DE Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio DE Stock Details DE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$1.42M Sell
9,434
-376
-4% -$54K 0.08% 125
2018
Q2 		$1.37M Buy
9,810
+265
+3% +$39.1K 0.08% 117
2018
Q1 		$1.48M Sell
9,545
-401
-4% -$65K 0.09% 113
2017
Q4 		$1.56M Sell
9,946
-435
-4% -$60.9K 0.09% 103
2017
Q3 		$1.3M Sell
10,381
-665
-6% -$82K 0.08% 113
2017
Q2 		$1.36M Sell
11,046
-2,918
-21% -$342K 0.09% 110
2017
Q1 		$1.52M Sell
13,964
-4,566
-25% -$495K 0.11% 102
2016
Q4 		$1.91M Sell
18,530
-1,210
-6% -$114K 0.15% 94
2016
Q3 		$1.69M Sell
19,740
-126,119
-86% -$10.3M 0.14% 99
2016
Q2 		$11.8M Buy
145,859
+15,224
+12% +$1.25M 1.06% 38
2016
Q1 		$10.1M Buy
130,635
+121,530
+1,335% +$9.51M 0.99% 40
2015
Q4 		$694K Buy
+9,105
New +$705K 0.07% 130
2015
Q1 		$745K Buy
8,500
+439
+5% +$39K 0.1% 87
2014
Q4 		$713K Buy
8,061
+1,392
+21% +$120K 0.1% 89
2014
Q3 		$547K Buy
6,669
+841
+14% +$71.9K 0.09% 97
2014
Q2 		$528K Buy
5,828
+640
+12% +$58.8K 0.08% 95
2014
Q1 		$471K Buy
5,188
+645
+14% +$56.4K 0.08% 97
2013
Q4 		$415K Buy
4,543
+70
+2% +$5.93K 0.07% 100
2013
Q3 		$364K Buy
4,473
+818
+22% +$68.1K 0.07% 93
2013
Q2 		$297K Buy
+3,655
New +$316K 0.06% 100

Other funds holding DE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) reduced its Deere & Co (DE) stake by 3.8% in Q3 2018, selling an estimated $54K and leaving 9,434 shares worth $1.42M. The position accounts for 0.08% of the portfolio, ranked #125.

Mariner Wealth Advisors (Cincinnati) first reported a position in DE in Q2 2013 and has held it in 20 quarters since. The position peaked at $11.8M in Q2 2016. 1,147 funds tracked by Wall St. Rank hold DE as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 9,434 shares of Deere & Co worth $1.42M as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) sold 376 Deere & Co shares in Q3 2018, an estimated $54K.
  • Deere & Co made up 0.08% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #125 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Deere & Co in Q2 2013 and has held it in 20 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s Deere & Co position peaked at $11.8M in Q2 2016.
  • 1,147 funds tracked by Wall St. Rank held Deere & Co as of Q3 2018.

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