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Mariner Wealth Advisors (Cincinnati)’s Shopify SHOP Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio SHOP Stock Details SHOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-24,050
Closed -$351K – 308
2018
Q2 		$351K Buy
+24,050
New +$340K 0.02% 228
2017
Q4 		– Sell
-20,000
Closed -$233K – 287
2017
Q3 		$233K Buy
+20,000
New +$204K 0.02% 246

Other funds holding SHOP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) sold out of Shopify (SHOP) in Q3 2018, closing a stake of 24,050 shares — an estimated $351K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in SHOP in Q3 2017 and held it in 2 quarters. The position peaked at $351K in Q2 2018. 410 funds tracked by Wall St. Rank hold SHOP as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining Shopify position as of Q3 2018 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 24,050 Shopify shares in Q3 2018, an estimated $351K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Shopify in Q3 2017 and held it in 2 quarters.
  • Mariner Wealth Advisors (Cincinnati)'s Shopify position peaked at $351K in Q2 2018.
  • 410 funds tracked by Wall St. Rank held Shopify as of Q3 2018.

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