Mariner Wealth Advisors (Cincinnati)’s Eli Lilly LLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$1.07M	Buy	9,995 +898	+10%	+$89.8K	0.06%	138
2018 Q2	$776K	Buy	9,097 +402	+5%	+$33K	0.05%	151
2018 Q1	$673K	Sell	8,695 -499	-5%	-$40.2K	0.04%	162
2017 Q4	$777K	Buy	9,194 +585	+7%	+$49.8K	0.05%	139
2017 Q3	$736K	Sell	8,609 -22	-0.3%	-$1.8K	0.05%	141
2017 Q2	$710K	Sell	8,631 -337	-4%	-$27.5K	0.05%	138
2017 Q1	$754K	Buy	8,968 +1,086	+14%	+$87K	0.05%	137
2016 Q4	$580K	Sell	7,882 -923	-10%	-$68.7K	0.05%	148
2016 Q3	$707K	Sell	8,805 -629	-7%	-$50.3K	0.06%	134
2016 Q2	$743K	Buy	9,434 +48	+0.5%	+$3.61K	0.07%	134
2016 Q1	$676K	Buy	9,386 +322	+4%	+$24.4K	0.07%	131
2015 Q4	$764K	Buy	+9,064	New	+$752K	0.07%	123

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) increased its Eli Lilly (LLY) stake by 9.9% in Q3 2018, buying an estimated $89.8K and bringing the position to 9,995 shares worth $1.07M. The position accounts for 0.06% of the portfolio, ranked #138.

Mariner Wealth Advisors (Cincinnati) first reported a position in LLY in Q4 2015 and has held it in 12 quarters since. 1,431 funds tracked by Wall St. Rank hold LLY as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 9,995 shares of Eli Lilly worth $1.07M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 898 Eli Lilly shares in Q3 2018, an estimated $89.8K.
Eli Lilly made up 0.06% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #138 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Eli Lilly in Q4 2015 and has held it in 12 quarters since.
1,431 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2018.

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