MWAC
MCHP icon

Mariner Wealth Advisors (Cincinnati)’s Microchip Technology MCHP Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio MCHP Stock Details MCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$26.1M Buy
661,768
+23,180
+4% +$1.02M 1.44% 20
2018
Q2 		$29M Buy
638,588
+10,070
+2% +$467K 1.72% 10
2018
Q1 		$28.7M Sell
628,518
-23,896
-4% -$1.1M 1.77% 10
2017
Q4 		$28.7M Sell
652,414
-7,968
-1% -$360K 1.73% 11
2017
Q3 		$29.6M Buy
660,382
+5,180
+0.8% +$217K 1.92% 7
2017
Q2 		$25.3M Sell
655,202
-65,858
-9% -$2.59M 1.76% 9
2017
Q1 		$26.6M Buy
721,060
+15,084
+2% +$532K 1.91% 6
2016
Q4 		$22.6M Sell
705,976
-428
-0.1% -$13.5K 1.76% 10
2016
Q3 		$21.9M Buy
706,404
+35,502
+5% +$1.03M 1.87% 8
2016
Q2 		$17M Buy
670,902
+24,090
+4% +$600K 1.52% 22
2016
Q1 		$15.6M Buy
646,812
+14,644
+2% +$326K 1.53% 24
2015
Q4 		$14.7M Buy
+632,168
New +$14.8M 1.44% 26
2015
Q1 		$14.1M Buy
575,708
+26,142
+5% +$631K 1.98% 22
2014
Q4 		$12.4M Buy
549,566
+26,306
+5% +$572K 1.79% 23
2014
Q3 		$12.4M Sell
523,260
-70
-0% -$1.67K 1.98% 25
2014
Q2 		$12.8M Buy
523,330
+15,270
+3% +$364K 2.02% 28
2014
Q1 		$12.1M Buy
508,060
+71,230
+16% +$1.63M 1.97% 26
2013
Q4 		$9.77M Buy
436,830
+18,550
+4% +$389K 1.61% 33
2013
Q3 		$8.43M Buy
+418,280
New +$8.28M 1.56% 37

Other funds holding MCHP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) increased its Microchip Technology (MCHP) stake by 3.6% in Q3 2018, buying an estimated $1.02M and bringing the position to 661,768 shares worth $26.1M. The position accounts for 1.44% of the portfolio, ranked #20.

Mariner Wealth Advisors (Cincinnati) first reported a position in MCHP in Q3 2013 and has held it in 19 quarters since. The position peaked at $29.6M in Q3 2017. 787 funds tracked by Wall St. Rank hold MCHP as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 661,768 shares of Microchip Technology worth $26.1M as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) bought 23,180 Microchip Technology shares in Q3 2018, an estimated $1.02M.
  • Microchip Technology made up 1.44% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #20 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Microchip Technology in Q3 2013 and has held it in 19 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s Microchip Technology position peaked at $29.6M in Q3 2017.
  • 787 funds tracked by Wall St. Rank held Microchip Technology as of Q3 2018.

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