Mariner Wealth Advisors (Cincinnati)’s Elbit Systems ESLT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$304K	Hold	2,425	–	–	0.02%	244
2018 Q2	$288K	Sell	2,425 -1,843	-43%	-$219K	0.02%	247
2018 Q1	$519K	Sell	4,268 -277	-6%	-$38.4K	0.03%	181
2017 Q4	$606K	Buy	4,545 +30	+0.7%	+$4.29K	0.04%	156
2017 Q3	$664K	Sell	4,515 -25	-0.6%	-$3.32K	0.04%	145
2017 Q2	$562K	Sell	4,540 -200	-4%	-$24.1K	0.04%	158
2017 Q1	$539K	Hold	4,740	–	–	0.04%	156
2016 Q4	$483K	Sell	4,740 -45	-0.9%	-$4.49K	0.04%	163
2016 Q3	$458K	Sell	4,785 -20	-0.4%	-$1.95K	0.04%	168
2016 Q2	$437K	Buy	4,805 +90	+2%	+$8.57K	0.04%	169
2016 Q1	$442K	Sell	4,715 -1,015	-18%	-$87.2K	0.04%	164
2015 Q4	$506K	Buy	+5,730	New	+$475K	0.05%	149
2015 Q1	$477K	Sell	6,605 -245	-4%	-$15.8K	0.07%	111
2014 Q4	$416K	Buy	6,850 +15	+0.2%	+$892	0.06%	125
2014 Q3	$424K	Buy	+6,835	New	+$417K	0.07%	113

Other funds holding ESLT

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Delek Group Herzliya, Israel $2.59B AUM 1.24% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $174B AUM 30.96% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) held its Elbit Systems (ESLT) position steady in Q3 2018 at 2,425 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #244.

Mariner Wealth Advisors (Cincinnati) first reported a position in ESLT in Q3 2014 and has held it in 15 quarters since. The position peaked at $664K in Q3 2017. 124 funds tracked by Wall St. Rank hold ESLT as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 2,425 shares of Elbit Systems worth $304K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) left its Elbit Systems share count unchanged in Q3 2018.
Elbit Systems made up 0.02% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #244 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Elbit Systems in Q3 2014 and has held it in 15 quarters since.
Mariner Wealth Advisors (Cincinnati)'s Elbit Systems position peaked at $664K in Q3 2017.
124 funds tracked by Wall St. Rank held Elbit Systems as of Q3 2018.

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