Mariner Wealth Advisors (Cincinnati)’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $24.6M | Buy |
298,827
+3,287
| +1% | +$271K | 1.36% | 23 |
|
|
2018
Q2 | $21.9M | Buy |
295,540
+2,468
| +0.8% | +$183K | 1.3% | 25 |
|
|
2018
Q1 | $20.9M | Buy |
293,072
+508
| +0.2% | +$36.2K | 1.29% | 26 |
|
|
2017
Q4 | $19.2M | Sell |
292,564
-926
| -0.3% | -$60.7K | 1.16% | 34 |
|
|
2017
Q3 | $18.9M | Buy |
293,490
+4,244
| +1% | +$274K | 1.23% | 27 |
|
|
2017
Q2 | $17.7M | Sell |
289,246
-2,144
| -0.7% | -$131K | 1.23% | 26 |
|
|
2017
Q1 | $16.8M | Buy |
291,390
+8,980
| +3% | +$518K | 1.21% | 30 |
|
|
2016
Q4 | $15M | Sell |
282,410
-8,592
| -3% | -$457K | 1.17% | 35 |
|
|
2016
Q3 | $14.5M | Buy |
291,002
+2,594
| +0.9% | +$129K | 1.23% | 33 |
|
|
2016
Q2 | $15.7M | Sell |
288,408
-1,402
| -0.5% | -$76.2K | 1.4% | 27 |
|
|
2016
Q1 | $14.9M | Sell |
289,810
-139,472
| -32% | -$7.15M | 1.46% | 26 |
|
|
2015
Q4 | $19.6M | Buy |
+429,282
| New | +$19.6M | 1.92% | 11 |
|
|
2015
Q1 | $17.3M | Sell |
434,540
-37,830
| -8% | -$1.5M | 2.43% | 11 |
|
|
2014
Q4 | $16.8M | Buy |
472,370
+4,840
| +1% | +$172K | 2.42% | 13 |
|
|
2014
Q3 | $15.1M | Sell |
467,530
-14,872
| -3% | -$481K | 2.42% | 13 |
|
|
2014
Q2 | $14.5M | Buy |
482,402
+644
| +0.1% | +$19.4K | 2.3% | 16 |
|
|
2014
Q1 | $13.7M | Sell |
481,758
-2,740
| -0.6% | -$77.7K | 2.22% | 15 |
|
|
2013
Q4 | $14.3M | Sell |
484,498
-3,998
| -0.8% | -$118K | 2.36% | 12 |
|
|
2013
Q3 | $12.3M | Sell |
488,496
-30,164
| -6% | -$762K | 2.29% | 15 |
|
|
2013
Q2 | $11.3M | Buy |
+518,660
| New | +$11.3M | 2.25% | 17 |
|