Mariner Wealth Advisors (Cincinnati)’s POSCO PKX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
$246K Buy
4,500
+100
+2% +$6.08K 0.03% 156
2014
Q4
$281K Sell
4,400
-250
-5% -$17.3K 0.04% 151
2014
Q3
$353K Buy
4,650
+25
+0.5% +$2K 0.06% 129
2014
Q2
$344K Buy
4,625
+640
+16% +$46.7K 0.05% 121
2014
Q1
$277K Buy
+3,985
New +$274K 0.05% 124

Other funds holding PKX

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

Mariner Wealth Advisors (Cincinnati) increased its POSCO (PKX) stake by 2.3% in Q1 2015, buying an estimated $6.08K and bringing the position to 4,500 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #156.

Mariner Wealth Advisors (Cincinnati) first reported a position in PKX in Q1 2014 and has held it in 5 quarters since. The position peaked at $353K in Q3 2014. 145 funds tracked by Wall St. Rank hold PKX as of Q1 2015.

  • Mariner Wealth Advisors (Cincinnati) held 4,500 shares of POSCO worth $246K as of Q1 2015.
  • Mariner Wealth Advisors (Cincinnati) bought 100 POSCO shares in Q1 2015, an estimated $6.08K.
  • POSCO made up 0.03% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q1 2015, its #156 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in POSCO in Q1 2014 and has held it in 5 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s POSCO position peaked at $353K in Q3 2014.
  • 145 funds tracked by Wall St. Rank held POSCO as of Q1 2015.

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