MWAC
SEP

Mariner Wealth Advisors (Cincinnati)’s Spectra Engy Parters Lp SEP Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio SEP Stock Details SEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
2018
Q2 		$798K Sell
2018
Q1 		$892K Buy
2017
Q4 		$792K Buy
2017
Q3 		$637K Buy
2017
Q1 		– Sell
2016
Q4 		$386K Hold
2016
Q3 		$368K Hold
2016
Q2 		$397K Hold
2016
Q1 		$405K Buy
2015
Q4 		$268K Buy