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Mariner Wealth Advisors (Cincinnati)’s IBM IBM Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$703K Buy
4,866
+740
+18% +$103K 0.04% 158
2018
Q2 		$551K Buy
4,126
+37
+0.9% +$5.16K 0.03% 174
2018
Q1 		$600K Buy
4,089
+482
+13% +$72.9K 0.04% 166
2017
Q4 		$529K Sell
3,607
-282
-7% -$41K 0.03% 173
2017
Q3 		$539K Sell
3,889
-513
-12% -$71.5K 0.03% 161
2017
Q2 		$647K Sell
4,402
-258
-6% -$38.9K 0.05% 147
2017
Q1 		$776K Buy
4,660
+761
+20% +$128K 0.06% 133
2016
Q4 		$619K Sell
3,899
-368
-9% -$56.1K 0.05% 143
2016
Q3 		$648K Sell
4,267
-1,248
-23% -$189K 0.06% 141
2016
Q2 		$800K Buy
5,515
+1,694
+44% +$242K 0.07% 129
2016
Q1 		$553K Sell
3,821
-1,021
-21% -$130K 0.05% 142
2015
Q4 		$637K Buy
+4,842
New +$651K 0.06% 134
2015
Q1 		$470K Sell
3,066
-1,079
-26% -$164K 0.07% 113
2014
Q4 		$636K Sell
4,145
-2,228
-35% -$354K 0.09% 95
2014
Q3 		$1.16M Sell
6,373
-132
-2% -$24K 0.19% 63
2014
Q2 		$1.13M Sell
6,505
-344
-5% -$61.9K 0.18% 60
2014
Q1 		$1.26M Sell
6,849
-1,776
-21% -$313K 0.2% 60
2013
Q4 		$1.55M Sell
8,625
-13,101
-60% -$2.26M 0.25% 60
2013
Q3 		$3.85M Buy
21,726
+365
+2% +$66.3K 0.71% 44
2013
Q2 		$3.9M Buy
+21,361
New +$4.16M 0.77% 46

Other funds holding IBM

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Mariner Wealth Advisors (Cincinnati) increased its IBM (IBM) stake by 18% in Q3 2018, buying an estimated $103K and bringing the position to 4,866 shares worth $703K. The position accounts for 0.04% of the portfolio, ranked #158.

Mariner Wealth Advisors (Cincinnati) first reported a position in IBM in Q2 2013 and has held it in 20 quarters since. The position peaked at $3.9M in Q2 2013. 1,923 funds tracked by Wall St. Rank hold IBM as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 4,866 shares of IBM worth $703K as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) bought 740 IBM shares in Q3 2018, an estimated $103K.
  • IBM made up 0.04% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #158 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in IBM in Q2 2013 and has held it in 20 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s IBM position peaked at $3.9M in Q2 2013.
  • 1,923 funds tracked by Wall St. Rank held IBM as of Q3 2018.

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