MWAC
Mariner Wealth Advisors (Cincinnati)’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $6.53M | Sell |
227,288
-25,741
| -10% | -$740K | 0.36% | 71 |
|
|
2018
Q2 | $7M | Sell |
253,029
-6,970
| -3% | -$193K | 0.41% | 59 |
|
|
2018
Q1 | $6.37M | Buy |
259,999
+15,568
| +6% | +$381K | 0.39% | 60 |
|
|
2017
Q4 | $6.48M | Sell |
244,431
-21,215
| -8% | -$562K | 0.39% | 61 |
|
|
2017
Q3 | $6.93M | Sell |
265,646
-57,662
| -18% | -$1.5M | 0.45% | 60 |
|
|
2017
Q2 | $8.76M | Sell |
323,308
-10,070
| -3% | -$273K | 0.61% | 54 |
|
|
2017
Q1 | $9.21M | Buy |
333,378
+293
| +0.1% | +$8.09K | 0.66% | 53 |
|
|
2016
Q4 | $9.01M | Sell |
333,085
-7,401
| -2% | -$200K | 0.7% | 52 |
|
|
2016
Q3 | $9.41M | Buy |
340,486
+1,204
| +0.4% | +$33.3K | 0.8% | 52 |
|
|
2016
Q2 | $9.93M | Buy |
339,282
+59,333
| +21% | +$1.74M | 0.89% | 42 |
|
|
2016
Q1 | $6.89M | Buy |
279,949
+1,354
| +0.5% | +$33.3K | 0.68% | 52 |
|
|
2015
Q4 | $7.13M | Buy |
+278,595
| New | +$7.13M | 0.7% | 50 |
|