MWAC
Mariner Wealth Advisors (Cincinnati)’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $19.3M | Buy |
415,253
+2,918
| +0.7% | +$136K | 1.07% | 38 |
|
|
2018
Q2 | $19.5M | Buy |
412,335
+6,266
| +2% | +$297K | 1.16% | 31 |
|
|
2018
Q1 | $21.9M | Buy |
406,069
+1,452
| +0.4% | +$78.3K | 1.35% | 22 |
|
|
2017
Q4 | $21.2M | Buy |
404,617
+36,960
| +10% | +$1.94M | 1.28% | 26 |
|
|
2017
Q3 | $17.7M | Buy |
367,657
+5,334
| +1% | +$257K | 1.15% | 31 |
|
|
2017
Q2 | $16.1M | Buy |
362,323
+1,922
| +0.5% | +$85.6K | 1.12% | 32 |
|
|
2017
Q1 | $15.4M | Buy |
360,401
+16,096
| +5% | +$690K | 1.11% | 34 |
|
|
2016
Q4 | $14.5M | Sell |
344,305
-5,301
| -2% | -$224K | 1.13% | 38 |
|
|
2016
Q3 | $11.2M | Buy |
349,606
+10,247
| +3% | +$329K | 0.95% | 43 |
|
|
2016
Q2 | $8.82M | Buy |
339,359
+10,052
| +3% | +$261K | 0.79% | 51 |
|
|
2016
Q1 | $8.24M | Sell |
329,307
-16,746
| -5% | -$419K | 0.81% | 46 |
|
|
2015
Q4 | $11M | Buy |
+346,053
| New | +$11M | 1.07% | 40 |
|
|
2015
Q1 | $10.7M | Sell |
301,055
-10,097
| -3% | -$360K | 1.51% | 34 |
|
|
2014
Q4 | $12.1M | Buy |
311,152
+3,208
| +1% | +$124K | 1.75% | 28 |
|
|
2014
Q3 | $10.6M | Sell |
307,944
-3,453
| -1% | -$119K | 1.71% | 31 |
|
|
2014
Q2 | $10.1M | Buy |
311,397
+16,075
| +5% | +$520K | 1.59% | 36 |
|
|
2014
Q1 | $9.21M | Buy |
295,322
+14,590
| +5% | +$455K | 1.49% | 37 |
|
|
2013
Q4 | $8.8M | Buy |
+280,732
| New | +$8.8M | 1.45% | 37 |
|