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Mariner Wealth Advisors (Cincinnati)’s AT&T T Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio T Stock Details T Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$1.53M Sell
60,308
-6,133
-9% -$150K 0.08% 120
2018
Q2 		$1.61M Buy
66,441
+3,713
+6% +$93.2K 0.1% 112
2018
Q1 		$1.69M Sell
62,728
-4,127
-6% -$115K 0.1% 107
2017
Q4 		$1.96M Buy
66,855
+1,114
+2% +$30.4K 0.12% 92
2017
Q3 		$1.95M Buy
65,741
+4,576
+7% +$130K 0.13% 98
2017
Q2 		$1.74M Sell
61,165
-1,407
-2% -$41.5K 0.12% 100
2017
Q1 		$1.96M Sell
62,572
-88
-0.1% -$2.77K 0.14% 95
2016
Q4 		$2.01M Sell
62,660
-3,443
-5% -$102K 0.16% 91
2016
Q3 		$2.03M Buy
66,103
+962
+1% +$30.4K 0.17% 95
2016
Q2 		$2.13M Buy
65,141
+4,677
+8% +$139K 0.19% 90
2016
Q1 		$1.79M Buy
60,464
+7,771
+15% +$215K 0.18% 89
2015
Q4 		$1.37M Buy
+52,693
New +$1.34M 0.13% 90
2015
Q1 		$1.17M Sell
47,606
-4,215
-8% -$107K 0.17% 70
2014
Q4 		$1.31M Buy
51,821
+15,381
+42% +$399K 0.19% 64
2014
Q3 		$970K Sell
36,440
-4,722
-11% -$126K 0.16% 68
2014
Q2 		$1.1M Buy
41,162
+6,629
+19% +$178K 0.17% 61
2014
Q1 		$915K Buy
34,533
+792
+2% +$19.9K 0.15% 69
2013
Q4 		$896K Buy
33,741
+2,961
+10% +$77.9K 0.15% 71
2013
Q3 		$786K Sell
30,780
-4,174
-12% -$110K 0.15% 70
2013
Q2 		$935K Buy
+34,954
New +$971K 0.19% 65

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Mariner Wealth Advisors (Cincinnati)'s T Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) reduced its AT&T (T) stake by 9.2% in Q3 2018, selling an estimated $150K and leaving 60,308 shares worth $1.53M. The position accounts for 0.08% of the portfolio, ranked #120.

Mariner Wealth Advisors (Cincinnati) first reported a position in T in Q2 2013 and has held it in 20 quarters since. The position peaked at $2.13M in Q2 2016. 2,244 funds tracked by Wall St. Rank hold T as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 60,308 shares of AT&T worth $1.53M as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) sold 6,133 AT&T shares in Q3 2018, an estimated $150K.
  • AT&T made up 0.08% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #120 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in AT&T in Q2 2013 and has held it in 20 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s AT&T position peaked at $2.13M in Q2 2016.
  • 2,244 funds tracked by Wall St. Rank held AT&T as of Q3 2018.

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