Mariner Wealth Advisors (Cincinnati)’s Paychex PAYX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$5.05M	Buy	68,521 +5,376	+9%	+$386K	0.28%	76
2018 Q2	$4.32M	Buy	63,145 +727	+1%	+$46.9K	0.26%	79
2018 Q1	$3.84M	Buy	62,418 +1,429	+2%	+$94.4K	0.24%	78
2017 Q4	$4.15M	Buy	60,989 +3,330	+6%	+$219K	0.25%	75
2017 Q3	$3.46M	Buy	57,659 +2,339	+4%	+$134K	0.22%	80
2017 Q2	$3.15M	Buy	55,320 +7,834	+16%	+$460K	0.22%	80
2017 Q1	$2.8M	Buy	47,486 +1,492	+3%	+$90.7K	0.2%	85
2016 Q4	$2.8M	Buy	45,994 +1,170	+3%	+$67.4K	0.22%	83
2016 Q3	$2.59M	Buy	44,824 +1,797	+4%	+$108K	0.22%	86
2016 Q2	$2.56M	Buy	43,027 +5,823	+16%	+$312K	0.23%	86
2016 Q1	$2.01M	Sell	37,204 -1,250	-3%	-$63K	0.2%	86
2015 Q4	$2.03M	Buy	+38,454	New	+$2.01M	0.2%	82
2015 Q1	$1.09M	Buy	21,920 +4,835	+28%	+$235K	0.15%	74
2014 Q4	$789K	Buy	17,085 +3,245	+23%	+$150K	0.11%	86
2014 Q3	$612K	Buy	13,840 +5,635	+69%	+$237K	0.1%	86
2014 Q2	$341K	Buy	+8,205	New	+$337K	0.05%	122

Other funds holding PAYX

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

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

Mariner Wealth Advisors (Cincinnati) increased its Paychex (PAYX) stake by 8.5% in Q3 2018, buying an estimated $386K and bringing the position to 68,521 shares worth $5.05M. The position accounts for 0.28% of the portfolio, ranked #76.

Mariner Wealth Advisors (Cincinnati) first reported a position in PAYX in Q2 2014 and has held it in 16 quarters since. 1,014 funds tracked by Wall St. Rank hold PAYX as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 68,521 shares of Paychex worth $5.05M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 5,376 Paychex shares in Q3 2018, an estimated $386K.
Paychex made up 0.28% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #76 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Paychex in Q2 2014 and has held it in 16 quarters since.
1,014 funds tracked by Wall St. Rank held Paychex as of Q3 2018.

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