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Mariner Wealth Advisors (Cincinnati)’s FedEx FDX Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio FDX Stock Details FDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$363K Sell
1,507
-112
-7% -$27.1K 0.02% 224
2018
Q2 		$368K Buy
1,619
+72
+5% +$17.8K 0.02% 223
2018
Q1 		$371K Hold
1,547
– – 0.02% 223
2017
Q4 		$386K Buy
1,547
+30
+2% +$6.86K 0.02% 207
2017
Q3 		$342K Buy
1,517
+50
+3% +$10.6K 0.02% 206
2017
Q2 		$319K Buy
1,467
+100
+7% +$19.7K 0.02% 208
2017
Q1 		$267K Sell
1,367
-100
-7% -$19.1K 0.02% 223
2016
Q4 		$273K Sell
1,467
-510
-26% -$93.6K 0.02% 214
2016
Q3 		$345K Sell
1,977
-565
-22% -$92.5K 0.03% 199
2016
Q2 		$386K Buy
2,542
+45
+2% +$7.3K 0.03% 180
2016
Q1 		$406K Sell
2,497
-3,890
-61% -$541K 0.04% 167
2015
Q4 		$952K Buy
+6,387
New +$988K 0.09% 112
2015
Q1 		$831K Sell
5,025
-3,775
-43% -$655K 0.12% 84
2014
Q4 		$1.53M Sell
8,800
-515
-6% -$87.1K 0.22% 59
2014
Q3 		$1.5M Buy
+9,315
New +$1.41M 0.24% 58

Other funds holding FDX

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) reduced its FedEx (FDX) stake by 6.9% in Q3 2018, selling an estimated $27.1K and leaving 1,507 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #224.

Mariner Wealth Advisors (Cincinnati) first reported a position in FDX in Q3 2014 and has held it in 15 quarters since. The position peaked at $1.53M in Q4 2014. 1,426 funds tracked by Wall St. Rank hold FDX as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 1,507 shares of FedEx worth $363K as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) sold 112 FedEx shares in Q3 2018, an estimated $27.1K.
  • FedEx made up 0.02% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #224 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in FedEx in Q3 2014 and has held it in 15 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s FedEx position peaked at $1.53M in Q4 2014.
  • 1,426 funds tracked by Wall St. Rank held FedEx as of Q3 2018.

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