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Mariner Wealth Advisors (Cincinnati)’s Meta Platforms (Facebook) META Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$17M Buy
103,541
+1,881
+2% +$341K 0.94% 43
2018
Q2 		$19.8M Buy
101,660
+9,601
+10% +$1.73M 1.17% 30
2018
Q1 		$14.7M Buy
92,059
+3,487
+4% +$626K 0.9% 45
2017
Q4 		$15.6M Buy
88,572
+61,161
+223% +$10.8M 0.95% 44
2017
Q3 		$4.68M Buy
27,411
+8,629
+46% +$1.44M 0.3% 72
2017
Q2 		$2.84M Buy
18,782
+2,761
+17% +$411K 0.2% 84
2017
Q1 		$2.28M Sell
16,021
-6,729
-30% -$899K 0.16% 90
2016
Q4 		$2.62M Buy
22,750
+4,258
+23% +$523K 0.2% 86
2016
Q3 		$2.37M Buy
18,492
+6,397
+53% +$794K 0.2% 89
2016
Q2 		$1.38M Buy
12,095
+7,763
+179% +$895K 0.12% 102
2016
Q1 		$494K Buy
4,332
+397
+10% +$41.9K 0.05% 155
2015
Q4 		$412K Buy
+3,935
New +$404K 0.04% 164
2015
Q1 		$248K Buy
3,011
+256
+9% +$20.1K 0.03% 154
2014
Q4 		$215K Buy
+2,755
New +$211K 0.03% 169

Other funds holding META

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) increased its Meta Platforms (Facebook) (META) stake by 1.9% in Q3 2018, buying an estimated $341K and bringing the position to 103,541 shares worth $17M. The position accounts for 0.94% of the portfolio, ranked #43.

Mariner Wealth Advisors (Cincinnati) first reported a position in META in Q4 2014 and has held it in 14 quarters since. The position peaked at $19.8M in Q2 2018. 2,257 funds tracked by Wall St. Rank hold META as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 103,541 shares of Meta Platforms (Facebook) worth $17M as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) bought 1,881 Meta Platforms (Facebook) shares in Q3 2018, an estimated $341K.
  • Meta Platforms (Facebook) made up 0.94% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #43 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Meta Platforms (Facebook) in Q4 2014 and has held it in 14 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s Meta Platforms (Facebook) position peaked at $19.8M in Q2 2018.
  • 2,257 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2018.

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