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Mariner Wealth Advisors (Cincinnati)’s Intel INTC Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio INTC Stock Details INTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$2.28M Sell
48,216
-2,639
-5% -$128K 0.13% 108
2018
Q2 		$2.53M Sell
50,855
-1,251
-2% -$66.4K 0.15% 91
2018
Q1 		$2.71M Sell
52,106
-1,435
-3% -$68.2K 0.17% 85
2017
Q4 		$2.47M Buy
53,541
+22,359
+72% +$976K 0.15% 84
2017
Q3 		$1.19M Buy
31,182
+4,885
+19% +$174K 0.08% 118
2017
Q2 		$887K Sell
26,297
-1,505
-5% -$53.9K 0.06% 132
2017
Q1 		$1M Buy
27,802
+674
+2% +$24.4K 0.07% 119
2016
Q4 		$984K Sell
27,128
-27
-0.1% -$967 0.08% 122
2016
Q3 		$1.02M Sell
27,155
-6,798
-20% -$241K 0.09% 118
2016
Q2 		$1.11M Buy
33,953
+5,549
+20% +$174K 0.1% 115
2016
Q1 		$919K Buy
28,404
+1,609
+6% +$49.4K 0.09% 115
2015
Q4 		$923K Buy
+26,795
New +$906K 0.09% 114
2015
Q1 		$732K Sell
23,424
-1,760
-7% -$59.4K 0.1% 88
2014
Q4 		$914K Buy
25,184
+8,509
+51% +$296K 0.13% 80
2014
Q3 		$581K Buy
16,675
+1,501
+10% +$50.8K 0.09% 92
2014
Q2 		$469K Buy
15,174
+104
+0.7% +$2.85K 0.07% 103
2014
Q1 		$389K Sell
15,070
-1,293
-8% -$32.3K 0.06% 102
2013
Q4 		$425K Buy
+16,363
New +$396K 0.07% 99
2013
Q3 		– Sell
-9,679
Closed -$235K – 122
2013
Q2 		$235K Buy
+9,679
New +$229K 0.05% 115

Other funds holding INTC

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) reduced its Intel (INTC) stake by 5.2% in Q3 2018, selling an estimated $128K and leaving 48,216 shares worth $2.28M. The position accounts for 0.13% of the portfolio, ranked #108.

Mariner Wealth Advisors (Cincinnati) first reported a position in INTC in Q2 2013 and has held it in 19 quarters since. The position peaked at $2.71M in Q1 2018. 2,213 funds tracked by Wall St. Rank hold INTC as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 48,216 shares of Intel worth $2.28M as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) sold 2,639 Intel shares in Q3 2018, an estimated $128K.
  • Intel made up 0.13% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #108 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Intel in Q2 2013 and has held it in 19 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s Intel position peaked at $2.71M in Q1 2018.
  • 2,213 funds tracked by Wall St. Rank held Intel as of Q3 2018.

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