Mariner Wealth Advisors (Cincinnati)’s Humana HUM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,445	Closed	-$256K	–	247
2016 Q3	$256K	Hold	1,445	–	–	0.02%	226
2016 Q2	$260K	Sell	1,445 -743	-34%	-$132K	0.02%	223
2016 Q1	$400K	Buy	+2,188	New	+$380K	0.04%	171
2014 Q1	–	Sell	-4,685	Closed	-$484K	–	144
2013 Q4	$484K	Sell	4,685 -5,020	-52%	-$492K	0.08%	92
2013 Q3	$906K	Sell	9,705 -2,610	-21%	-$239K	0.17%	64
2013 Q2	$1.04M	Buy	+12,315	New	+$972K	0.21%	64

Other funds holding HUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s HUM Position: Q4 2016 in Review

Mariner Wealth Advisors (Cincinnati) sold out of Humana (HUM) in Q4 2016, closing a stake of 1,445 shares — an estimated $256K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in HUM in Q2 2013 and held it in 6 quarters. The position peaked at $1.04M in Q2 2013. 591 funds tracked by Wall St. Rank hold HUM as of Q4 2016.

Mariner Wealth Advisors (Cincinnati) reported no remaining Humana position as of Q4 2016 after selling out during the quarter.
Mariner Wealth Advisors (Cincinnati) sold 1,445 Humana shares in Q4 2016, an estimated $256K.
Mariner Wealth Advisors (Cincinnati) first reported a position in Humana in Q2 2013 and held it in 6 quarters.
Mariner Wealth Advisors (Cincinnati)'s Humana position peaked at $1.04M in Q2 2013.
591 funds tracked by Wall St. Rank held Humana as of Q4 2016.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q4 2016, filed 13 Feb 2017.