Mariner Wealth Advisors (Cincinnati)’s NNN REIT NNN Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio NNN Stock Details NNN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$226K	Sell	5,045 -483	-9%	-$21.7K	0.01%	272
2018 Q2	$243K	Sell	5,528 -392	-7%	-$15.8K	0.01%	272
2018 Q1	$232K	Hold	5,920	–	–	0.01%	259
2017 Q4	$255K	Sell	5,920 -215	-4%	-$9.02K	0.02%	245
2017 Q3	$256K	Hold	6,135	–	–	0.02%	240
2017 Q2	$240K	Sell	6,135 -635	-9%	-$25.7K	0.02%	232
2017 Q1	$295K	Hold	6,770	–	–	0.02%	218
2016 Q4	$299K	Hold	6,770	–	–	0.02%	204
2016 Q3	$344K	Hold	6,770	–	–	0.03%	200
2016 Q2	$350K	Hold	6,770	–	–	0.03%	193
2016 Q1	$313K	Sell	6,770 -1,700	-20%	-$73.8K	0.03%	186
2015 Q4	$339K	Buy	+8,470	New	+$323K	0.03%	180
2015 Q1	$444K	Buy	+10,845	New	+$449K	0.06%	116

Other funds holding NNN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) reduced its NNN REIT (NNN) stake by 8.7% in Q3 2018, selling an estimated $21.7K and leaving 5,045 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #272.

Mariner Wealth Advisors (Cincinnati) first reported a position in NNN in Q1 2015 and has held it in 13 quarters since. The position peaked at $444K in Q1 2015. 366 funds tracked by Wall St. Rank hold NNN as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 5,045 shares of NNN REIT worth $226K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) sold 483 NNN REIT shares in Q3 2018, an estimated $21.7K.
NNN REIT made up 0.01% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #272 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in NNN REIT in Q1 2015 and has held it in 13 quarters since.
Mariner Wealth Advisors (Cincinnati)'s NNN REIT position peaked at $444K in Q1 2015.
366 funds tracked by Wall St. Rank held NNN REIT as of Q3 2018.

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