Mariner Wealth Advisors (Cincinnati)’s Uranium Energy UEC Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio UEC Stock Details UEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-15,601	Closed	-$25K	–	311
2018 Q2	$25K	Buy	+15,601	New	+$24.8K	﹤0.01%	294
2018 Q1	–	Sell	-11,025	Closed	-$20K	–	289
2017 Q4	$20K	Sell	11,025 -14,025	-56%	-$19.7K	﹤0.01%	274
2017 Q3	$35K	Sell	25,050 -750	-3%	-$1.09K	﹤0.01%	273
2017 Q2	$41K	Hold	25,800	–	–	﹤0.01%	252
2017 Q1	$37K	Hold	25,800	–	–	﹤0.01%	243
2016 Q4	$29K	Sell	25,800 -19,500	-43%	-$18.2K	﹤0.01%	237
2016 Q3	$45K	Hold	45,300	–	–	﹤0.01%	248
2016 Q2	$40K	Hold	45,300	–	–	﹤0.01%	247
2016 Q1	$34K	Buy	45,300 +20,800	+85%	+$17.9K	﹤0.01%	238
2015 Q4	$26K	Buy	+24,500	New	+$26.5K	﹤0.01%	242

Other funds holding UEC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCM

Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) sold out of Uranium Energy (UEC) in Q3 2018, closing a stake of 15,601 shares — an estimated $25K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in UEC in Q4 2015 and held it in 10 quarters. The position peaked at $45K in Q3 2016. 92 funds tracked by Wall St. Rank hold UEC as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) reported no remaining Uranium Energy position as of Q3 2018 after selling out during the quarter.
Mariner Wealth Advisors (Cincinnati) sold 15,601 Uranium Energy shares in Q3 2018, an estimated $25K.
Mariner Wealth Advisors (Cincinnati) first reported a position in Uranium Energy in Q4 2015 and held it in 10 quarters.
Mariner Wealth Advisors (Cincinnati)'s Uranium Energy position peaked at $45K in Q3 2016.
92 funds tracked by Wall St. Rank held Uranium Energy as of Q3 2018.

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