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Mariner Wealth Advisors (Cincinnati)’s Morgan Stanley MS Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$19.3M Buy
415,253
+2,918
+0.7% +$142K 1.07% 38
2018
Q2 		$19.5M Buy
412,335
+6,266
+2% +$327K 1.16% 31
2018
Q1 		$21.9M Buy
406,069
+1,452
+0.4% +$80.4K 1.35% 22
2017
Q4 		$21.2M Buy
404,617
+36,960
+10% +$1.87M 1.28% 26
2017
Q3 		$17.7M Buy
367,657
+5,334
+1% +$247K 1.15% 31
2017
Q2 		$16.1M Buy
362,323
+1,922
+0.5% +$82.9K 1.12% 32
2017
Q1 		$15.4M Buy
360,401
+16,096
+5% +$714K 1.11% 34
2016
Q4 		$14.5M Sell
344,305
-5,301
-2% -$200K 1.13% 38
2016
Q3 		$11.2M Buy
349,606
+10,247
+3% +$306K 0.95% 43
2016
Q2 		$8.82M Buy
339,359
+10,052
+3% +$263K 0.79% 51
2016
Q1 		$8.24M Sell
329,307
-16,746
-5% -$427K 0.81% 46
2015
Q4 		$11M Buy
+346,053
New +$11.5M 1.07% 40
2015
Q1 		$10.7M Sell
301,055
-10,097
-3% -$362K 1.51% 34
2014
Q4 		$12.1M Buy
311,152
+3,208
+1% +$114K 1.75% 28
2014
Q3 		$10.6M Sell
307,944
-3,453
-1% -$115K 1.71% 31
2014
Q2 		$10.1M Buy
311,397
+16,075
+5% +$496K 1.59% 36
2014
Q1 		$9.21M Buy
295,322
+14,590
+5% +$451K 1.49% 37
2013
Q4 		$8.8M Buy
+280,732
New +$8.35M 1.45% 37

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) increased its Morgan Stanley (MS) stake by 0.71% in Q3 2018, buying an estimated $142K and bringing the position to 415,253 shares worth $19.3M. The position accounts for 1.07% of the portfolio, ranked #38.

Mariner Wealth Advisors (Cincinnati) first reported a position in MS in Q4 2013 and has held it in 18 quarters since. The position peaked at $21.9M in Q1 2018. 1,035 funds tracked by Wall St. Rank hold MS as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 415,253 shares of Morgan Stanley worth $19.3M as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) bought 2,918 Morgan Stanley shares in Q3 2018, an estimated $142K.
  • Morgan Stanley made up 1.07% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #38 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Morgan Stanley in Q4 2013 and has held it in 18 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s Morgan Stanley position peaked at $21.9M in Q1 2018.
  • 1,035 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2018.

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