MWAC
Mariner Wealth Advisors (Cincinnati)’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $24.8M | Buy |
300,173
+10,171
| +4% | +$841K | 1.37% | 22 |
|
|
2018
Q2 | $23.8M | Buy |
290,002
+3,813
| +1% | +$313K | 1.41% | 19 |
|
|
2018
Q1 | $23.6M | Buy |
286,189
+7,065
| +3% | +$583K | 1.45% | 17 |
|
|
2017
Q4 | $22.7M | Buy |
279,124
+2,171
| +0.8% | +$177K | 1.37% | 21 |
|
|
2017
Q3 | $23.2M | Buy |
276,953
+4,945
| +2% | +$414K | 1.5% | 20 |
|
|
2017
Q2 | $21.2M | Buy |
272,008
+3,001
| +1% | +$234K | 1.47% | 21 |
|
|
2017
Q1 | $19.9M | Sell |
269,007
-43,403
| -14% | -$3.21M | 1.43% | 20 |
|
|
2016
Q4 | $21.1M | Sell |
312,410
-1,758
| -0.6% | -$119K | 1.65% | 12 |
|
|
2016
Q3 | $21.1M | Buy |
314,168
+85
| +0% | +$5.72K | 1.8% | 12 |
|
|
2016
Q2 | $21.5M | Buy |
314,083
+4,202
| +1% | +$288K | 1.93% | 11 |
|
|
2016
Q1 | $18.8M | Buy |
309,881
+5,200
| +2% | +$316K | 1.85% | 14 |
|
|
2015
Q4 | $16.9M | Buy |
+304,681
| New | +$16.9M | 1.65% | 18 |
|
|
2015
Q1 | $16.5M | Buy |
293,406
+12,435
| +4% | +$697K | 2.31% | 13 |
|
|
2014
Q4 | $16.1M | Buy |
280,971
+4,700
| +2% | +$269K | 2.33% | 18 |
|
|
2014
Q3 | $14.5M | Sell |
276,271
-1,418
| -0.5% | -$74.2K | 2.32% | 16 |
|
|
2014
Q2 | $14.4M | Buy |
277,689
+5,889
| +2% | +$305K | 2.27% | 18 |
|
|
2014
Q1 | $13.4M | Buy |
271,800
+9,939
| +4% | +$490K | 2.17% | 18 |
|
|
2013
Q4 | $12.7M | Sell |
261,861
-79
| -0% | -$3.82K | 2.09% | 18 |
|
|
2013
Q3 | $11.4M | Buy |
261,940
+3,694
| +1% | +$161K | 2.11% | 19 |
|
|
2013
Q2 | $10.3M | Buy |
+258,246
| New | +$10.3M | 2.04% | 22 |
|