Mariner Wealth Advisors (Cincinnati)’s Goldman Sachs GS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-917	Closed	-$202K	–	295
2018 Q2	$202K	Buy	917 +103	+13%	+$24.6K	0.01%	286
2018 Q1	$205K	Sell	814 -6	-0.7%	-$1.56K	0.01%	272
2017 Q4	$209K	Sell	820 -33	-4%	-$8.09K	0.01%	267
2017 Q3	$202K	Buy	+853	New	+$192K	0.01%	264
2017 Q1	–	Sell	-853	Closed	-$204K	–	249
2016 Q4	$204K	Buy	+853	New	+$173K	0.02%	232

Other funds holding GS

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) sold out of Goldman Sachs (GS) in Q3 2018, closing a stake of 917 shares — an estimated $202K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in GS in Q4 2016 and held it in 5 quarters. The position peaked at $209K in Q4 2017. 1,319 funds tracked by Wall St. Rank hold GS as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) reported no remaining Goldman Sachs position as of Q3 2018 after selling out during the quarter.
Mariner Wealth Advisors (Cincinnati) sold 917 Goldman Sachs shares in Q3 2018, an estimated $202K.
Mariner Wealth Advisors (Cincinnati) first reported a position in Goldman Sachs in Q4 2016 and held it in 5 quarters.
Mariner Wealth Advisors (Cincinnati)'s Goldman Sachs position peaked at $209K in Q4 2017.
1,319 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2018.

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