Mariner Wealth Advisors (Cincinnati)’s GE Aerospace GE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$418K	Sell	7,721 -1,062	-12%	-$65.5K	0.02%	210
2018 Q2	$573K	Sell	8,783 -2,259	-20%	-$151K	0.03%	171
2018 Q1	$713K	Sell	11,042 -2,542	-19%	-$188K	0.04%	153
2017 Q4	$1.14M	Sell	13,584 -5,484	-29%	-$524K	0.07%	118
2017 Q3	$2.21M	Buy	19,068 +1,033	+6%	+$125K	0.14%	90
2017 Q2	$2.33M	Sell	18,035 -3,882	-18%	-$532K	0.16%	87
2017 Q1	$3.13M	Buy	21,917 +385	+2%	+$55.7K	0.23%	83
2016 Q4	$3.26M	Sell	21,532 -517	-2%	-$75.1K	0.25%	79
2016 Q3	$3.13M	Sell	22,049 -641	-3%	-$95.6K	0.27%	79
2016 Q2	$3.42M	Buy	22,690 +679	+3%	+$99.1K	0.31%	73
2016 Q1	$3.35M	Buy	22,011 +3,150	+17%	+$445K	0.33%	67
2015 Q4	$2.82M	Buy	+18,861	New	+$2.68M	0.28%	71
2015 Q1	$14.2M	Sell	119,502 -13,377	-10%	-$1.59M	2%	21
2014 Q4	$16.1M	Buy	132,879 +6,828	+5%	+$840K	2.33%	16
2014 Q3	$15.5M	Sell	126,051 -291	-0.2%	-$36.3K	2.48%	10
2014 Q2	$15.9M	Buy	126,342 +3,025	+2%	+$385K	2.51%	8
2014 Q1	$15.3M	Buy	123,317 +3,253	+3%	+$402K	2.48%	11
2013 Q4	$16.1M	Buy	120,064 +6,586	+6%	+$829K	2.66%	4
2013 Q3	$13M	Buy	113,478 +2,352	+2%	+$270K	2.41%	12
2013 Q2	$12.3M	Buy	+111,126	New	+$12.3M	2.45%	11

Other funds holding GE

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

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) reduced its GE Aerospace (GE) stake by 12% in Q3 2018, selling an estimated $65.5K and leaving 7,721 shares worth $418K. The position accounts for 0.02% of the portfolio, ranked #210.

Mariner Wealth Advisors (Cincinnati) first reported a position in GE in Q2 2013 and has held it in 20 quarters since. The position peaked at $16.1M in Q4 2013. 1,889 funds tracked by Wall St. Rank hold GE as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 7,721 shares of GE Aerospace worth $418K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) sold 1,062 GE Aerospace shares in Q3 2018, an estimated $65.5K.
GE Aerospace made up 0.02% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #210 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in GE Aerospace in Q2 2013 and has held it in 20 quarters since.
Mariner Wealth Advisors (Cincinnati)'s GE Aerospace position peaked at $16.1M in Q4 2013.
1,889 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2018.

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