Mariner Wealth Advisors (Cincinnati)’s Ford F Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$165K	Sell	17,819 -5,445	-23%	-$54.4K	0.01%	284
2018 Q2	$258K	Buy	23,264 +1,360	+6%	+$15.6K	0.02%	263
2018 Q1	$243K	Buy	21,904 +5,805	+36%	+$65.5K	0.01%	253
2017 Q4	$201K	Sell	16,099 -9,884	-38%	-$122K	0.01%	271
2017 Q3	$311K	Buy	25,983 +9,143	+54%	+$103K	0.02%	214
2017 Q2	$188K	Sell	16,840 -735	-4%	-$8.21K	0.01%	250
2017 Q1	$205K	Hold	17,575	–	–	0.01%	241
2016 Q4	$213K	Sell	17,575 -4,411	-20%	-$53.5K	0.02%	229
2016 Q3	$265K	Buy	21,986 +2,997	+16%	+$37.8K	0.02%	221
2016 Q2	$239K	Buy	18,989 +67	+0.4%	+$883	0.02%	228
2016 Q1	$255K	Buy	18,922 +3,881	+26%	+$48.8K	0.03%	210
2015 Q4	$212K	Buy	+15,041	New	+$218K	0.02%	227

Other funds holding F

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) reduced its Ford (F) stake by 23% in Q3 2018, selling an estimated $54.4K and leaving 17,819 shares worth $165K. The position accounts for 0.01% of the portfolio, ranked #284.

Mariner Wealth Advisors (Cincinnati) first reported a position in F in Q4 2015 and has held it in 12 quarters since. The position peaked at $311K in Q3 2017. 1,119 funds tracked by Wall St. Rank hold F as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 17,819 shares of Ford worth $165K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) sold 5,445 Ford shares in Q3 2018, an estimated $54.4K.
Ford made up 0.01% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #284 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Ford in Q4 2015 and has held it in 12 quarters since.
Mariner Wealth Advisors (Cincinnati)'s Ford position peaked at $311K in Q3 2017.
1,119 funds tracked by Wall St. Rank held Ford as of Q3 2018.

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