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Mariner Wealth Advisors (Cincinnati)’s Trex TREX Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio TREX Stock Details TREX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-6,400
Closed -$200K – 309
2018
Q2 		$200K Buy
+6,400
New +$185K 0.01% 288

Other funds holding TREX

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) sold out of Trex (TREX) in Q3 2018, closing a stake of 6,400 shares — an estimated $200K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in TREX in Q2 2018 and held it in 1 quarter. The position peaked at $200K in Q2 2018. 314 funds tracked by Wall St. Rank hold TREX as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining Trex position as of Q3 2018 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 6,400 Trex shares in Q3 2018, an estimated $200K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Trex in Q2 2018 and held it in 1 quarter.
  • Mariner Wealth Advisors (Cincinnati)'s Trex position peaked at $200K in Q2 2018.
  • 314 funds tracked by Wall St. Rank held Trex as of Q3 2018.

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