Mariner Wealth Advisors (Cincinnati)’s ResMed RMD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-4,475	Closed	-$290K	–	253
2016 Q3	$290K	Sell	4,475 -35	-0.8%	-$2.33K	0.02%	214
2016 Q2	$285K	Buy	4,510 +165	+4%	+$9.73K	0.03%	214
2016 Q1	$251K	Buy	4,345 +4	+0.1%	+$226	0.02%	213
2015 Q4	$233K	Buy	+4,341	New	+$245K	0.02%	216

Other funds holding RMD

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

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

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

Norges Bank Oslo, Norway $935B AUM

Mariner Wealth Advisors (Cincinnati)'s RMD Position: Q4 2016 in Review

Mariner Wealth Advisors (Cincinnati) sold out of ResMed (RMD) in Q4 2016, closing a stake of 4,475 shares — an estimated $290K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in RMD in Q4 2015 and held it in 4 quarters. The position peaked at $290K in Q3 2016. 361 funds tracked by Wall St. Rank hold RMD as of Q4 2016.

Mariner Wealth Advisors (Cincinnati) reported no remaining ResMed position as of Q4 2016 after selling out during the quarter.
Mariner Wealth Advisors (Cincinnati) sold 4,475 ResMed shares in Q4 2016, an estimated $290K.
Mariner Wealth Advisors (Cincinnati) first reported a position in ResMed in Q4 2015 and held it in 4 quarters.
Mariner Wealth Advisors (Cincinnati)'s ResMed position peaked at $290K in Q3 2016.
361 funds tracked by Wall St. Rank held ResMed as of Q4 2016.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q4 2016, filed 13 Feb 2017.