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Mariner Wealth Advisors (Cincinnati)’s Newmont NEM Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio NEM Stock Details NEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$206K Sell
6,810
-238
-3% -$8.05K 0.01% 279
2018
Q2 		$266K Buy
7,048
+384
+6% +$15.1K 0.02% 261
2018
Q1 		$260K Buy
+6,664
New +$257K 0.02% 247

Other funds holding NEM

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) reduced its Newmont (NEM) stake by 3.4% in Q3 2018, selling an estimated $8.05K and leaving 6,810 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #279.

Mariner Wealth Advisors (Cincinnati) first reported a position in NEM in Q1 2018 and has held it in 3 quarters since. The position peaked at $266K in Q2 2018. 602 funds tracked by Wall St. Rank hold NEM as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 6,810 shares of Newmont worth $206K as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) sold 238 Newmont shares in Q3 2018, an estimated $8.05K.
  • Newmont made up 0.01% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #279 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Newmont in Q1 2018 and has held it in 3 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s Newmont position peaked at $266K in Q2 2018.
  • 602 funds tracked by Wall St. Rank held Newmont as of Q3 2018.

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