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Mariner Wealth Advisors (Cincinnati)’s Lam Research LRCX Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio LRCX Stock Details LRCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-15,070
Closed -$260K – 298
2018
Q2 		$260K Buy
+15,070
New +$290K 0.02% 262

Other funds holding LRCX

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) sold out of Lam Research (LRCX) in Q3 2018, closing a stake of 15,070 shares — an estimated $260K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in LRCX in Q2 2018 and held it in 1 quarter. The position peaked at $260K in Q2 2018. 816 funds tracked by Wall St. Rank hold LRCX as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining Lam Research position as of Q3 2018 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 15,070 Lam Research shares in Q3 2018, an estimated $260K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Lam Research in Q2 2018 and held it in 1 quarter.
  • Mariner Wealth Advisors (Cincinnati)'s Lam Research position peaked at $260K in Q2 2018.
  • 816 funds tracked by Wall St. Rank held Lam Research as of Q3 2018.

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