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Mariner Wealth Advisors (Cincinnati)’s Sempra SRE Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-7,166
Closed -$396K – 257
2017
Q1 		$396K Buy
+7,166
New +$380K 0.03% 192

Other funds holding SRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s SRE Position: Q2 2017 in Review

Mariner Wealth Advisors (Cincinnati) sold out of Sempra (SRE) in Q2 2017, closing a stake of 7,166 shares — an estimated $396K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in SRE in Q1 2017 and held it in 1 quarter. The position peaked at $396K in Q1 2017. 602 funds tracked by Wall St. Rank hold SRE as of Q2 2017.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining Sempra position as of Q2 2017 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 7,166 Sempra shares in Q2 2017, an estimated $396K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Sempra in Q1 2017 and held it in 1 quarter.
  • Mariner Wealth Advisors (Cincinnati)'s Sempra position peaked at $396K in Q1 2017.
  • 602 funds tracked by Wall St. Rank held Sempra as of Q2 2017.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q2 2017, filed 4 Aug 2017.