MWAC
Mariner Wealth Advisors (Cincinnati)’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $29.8M | Buy |
141,334
+4,949
| +4% | +$1.04M | 1.64% | 11 |
|
|
2018
Q2 | $26.8M | Buy |
136,385
+4,159
| +3% | +$818K | 1.59% | 13 |
|
|
2018
Q1 | $29M | Buy |
132,226
+491
| +0.4% | +$108K | 1.79% | 8 |
|
|
2017
Q4 | $31M | Buy |
131,735
+14
| +0% | +$3.3K | 1.88% | 7 |
|
|
2017
Q3 | $27.6M | Buy |
131,721
+2,047
| +2% | +$430K | 1.79% | 10 |
|
|
2017
Q2 | $27M | Buy |
129,674
+622
| +0.5% | +$129K | 1.88% | 7 |
|
|
2017
Q1 | $24.7M | Buy |
129,052
+1,858
| +1% | +$355K | 1.78% | 10 |
|
|
2016
Q4 | $22.7M | Buy |
127,194
+463
| +0.4% | +$82.7K | 1.77% | 9 |
|
|
2016
Q3 | $22.3M | Buy |
126,731
+415
| +0.3% | +$73.1K | 1.9% | 7 |
|
|
2016
Q2 | $22.1M | Buy |
126,316
+3,113
| +3% | +$545K | 1.98% | 9 |
|
|
2016
Q1 | $20.5M | Buy |
123,203
+2,609
| +2% | +$435K | 2.01% | 10 |
|
|
2015
Q4 | $18.2M | Buy |
+120,594
| New | +$18.2M | 1.77% | 14 |
|
|
2015
Q1 | $17.8M | Sell |
107,685
-4,702
| -4% | -$776K | 2.5% | 8 |
|
|
2014
Q4 | $18.5M | Buy |
112,387
+1,083
| +1% | +$178K | 2.67% | 8 |
|
|
2014
Q3 | $15.8M | Sell |
111,304
-2,737
| -2% | -$388K | 2.53% | 9 |
|
|
2014
Q2 | $16.3M | Buy |
114,041
+1,245
| +1% | +$178K | 2.58% | 6 |
|
|
2014
Q1 | $15.3M | Buy |
112,796
+3,470
| +3% | +$471K | 2.48% | 10 |
|
|
2013
Q4 | $15.3M | Sell |
109,326
-102
| -0.1% | -$14.3K | 2.53% | 8 |
|
|
2013
Q3 | $13.1M | Buy |
109,428
+1,639
| +2% | +$196K | 2.42% | 9 |
|
|
2013
Q2 | $11.8M | Buy |
+107,789
| New | +$11.8M | 2.34% | 14 |
|