MWAC
Mariner Wealth Advisors (Cincinnati)’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $15.3M | Sell |
250,321
-11,078
| -4% | -$675K | 0.84% | 48 |
|
|
2018
Q2 | $17.5M | Buy |
261,399
+214,736
| +460% | +$14.4M | 1.04% | 37 |
|
|
2018
Q1 | $3.02M | Buy |
46,663
+24,385
| +109% | +$1.58M | 0.19% | 83 |
|
|
2017
Q4 | $1.5M | Buy |
22,278
+3,487
| +19% | +$235K | 0.09% | 106 |
|
|
2017
Q3 | $1.31M | Sell |
18,791
-424
| -2% | -$29.6K | 0.08% | 112 |
|
|
2017
Q2 | $1.27M | Buy |
19,215
+550
| +3% | +$36.2K | 0.09% | 113 |
|
|
2017
Q1 | $1.46M | Sell |
18,665
-412
| -2% | -$32.2K | 0.1% | 105 |
|
|
2016
Q4 | $1.6M | Sell |
19,077
-1,877
| -9% | -$158K | 0.12% | 99 |
|
|
2016
Q3 | $1.65M | Sell |
20,954
-14,924
| -42% | -$1.17M | 0.14% | 101 |
|
|
2016
Q2 | $2.84M | Sell |
35,878
-212,709
| -86% | -$16.8M | 0.25% | 81 |
|
|
2016
Q1 | $18.3M | Buy |
248,587
+19,282
| +8% | +$1.42M | 1.8% | 15 |
|
|
2015
Q4 | $16M | Buy |
+229,305
| New | +$16M | 1.56% | 21 |
|
|
2015
Q1 | $12.8M | Buy |
152,942
+10,601
| +7% | +$885K | 1.79% | 24 |
|
|
2014
Q4 | $12.2M | Buy |
142,341
+17,179
| +14% | +$1.47M | 1.76% | 27 |
|
|
2014
Q3 | $12.7M | Sell |
125,162
-835
| -0.7% | -$84.9K | 2.04% | 22 |
|
|
2014
Q2 | $14.9M | Buy |
125,997
+6,808
| +6% | +$803K | 2.34% | 14 |
|
|
2014
Q1 | $11.6M | Buy |
119,189
+4,459
| +4% | +$435K | 1.89% | 29 |
|
|
2013
Q4 | $10.3M | Buy |
114,730
+3,949
| +4% | +$356K | 1.7% | 30 |
|
|
2013
Q3 | $9.79M | Buy |
110,781
+7,741
| +8% | +$684K | 1.81% | 31 |
|
|
2013
Q2 | $7.38M | Buy |
+103,040
| New | +$7.38M | 1.46% | 36 |
|