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Mariner Wealth Advisors (Cincinnati)’s MKS Inc MKSI Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio MKSI Stock Details MKSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-4,660
Closed -$201K – 252
2016
Q2 		$201K Buy
+4,660
New +$181K 0.02% 241
2016
Q1 		– Sell
-5,942
Closed -$214K – 245
2015
Q4 		$214K Buy
+5,942
New +$212K 0.02% 226
2015
Q1 		$352K Buy
10,418
+830
+9% +$29.2K 0.05% 133
2014
Q4 		$351K Buy
9,588
+828
+9% +$29.3K 0.05% 135
2014
Q3 		$292K Buy
+8,760
New +$287K 0.05% 140

Other funds holding MKSI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s MKSI Position: Q3 2016 in Review

Mariner Wealth Advisors (Cincinnati) sold out of MKS Inc (MKSI) in Q3 2016, closing a stake of 4,660 shares — an estimated $201K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in MKSI in Q3 2014 and held it in 5 quarters. The position peaked at $352K in Q1 2015. 247 funds tracked by Wall St. Rank hold MKSI as of Q3 2016.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining MKS Inc position as of Q3 2016 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 4,660 MKS Inc shares in Q3 2016, an estimated $201K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in MKS Inc in Q3 2014 and held it in 5 quarters.
  • Mariner Wealth Advisors (Cincinnati)'s MKS Inc position peaked at $352K in Q1 2015.
  • 247 funds tracked by Wall St. Rank held MKS Inc as of Q3 2016.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2016, filed 10 Nov 2016.