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Mariner Wealth Advisors (Cincinnati)’s PACCAR PCAR Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio PCAR Stock Details PCAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$241K Sell
5,723
-187
-3% -$7.94K 0.03% 161
2014
Q4 		$268K Buy
+5,910
New +$255K 0.04% 154

Other funds holding PCAR

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s PCAR Position: Q1 2015 in Review

Mariner Wealth Advisors (Cincinnati) reduced its PACCAR (PCAR) stake by 3.2% in Q1 2015, selling an estimated $7.94K and leaving 5,723 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #161.

Mariner Wealth Advisors (Cincinnati) first reported a position in PCAR in Q4 2014 and has held it in 2 quarters since. The position peaked at $268K in Q4 2014. 479 funds tracked by Wall St. Rank hold PCAR as of Q1 2015.

  • Mariner Wealth Advisors (Cincinnati) held 5,723 shares of PACCAR worth $241K as of Q1 2015.
  • Mariner Wealth Advisors (Cincinnati) sold 187 PACCAR shares in Q1 2015, an estimated $7.94K.
  • PACCAR made up 0.03% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q1 2015, its #161 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in PACCAR in Q4 2014 and has held it in 2 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s PACCAR position peaked at $268K in Q4 2014.
  • 479 funds tracked by Wall St. Rank held PACCAR as of Q1 2015.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q1 2015, filed 23 Apr 2015.