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Mariner Wealth Advisors (Cincinnati)’s Veeva Systems VEEV Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio VEEV Stock Details VEEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-7,537
Closed -$307K – 254
2016
Q4 		$307K Buy
+7,537
New +$308K 0.02% 203

Other funds holding VEEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s VEEV Position: Q1 2017 in Review

Mariner Wealth Advisors (Cincinnati) sold out of Veeva Systems (VEEV) in Q1 2017, closing a stake of 7,537 shares — an estimated $307K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in VEEV in Q4 2016 and held it in 1 quarter. The position peaked at $307K in Q4 2016. 276 funds tracked by Wall St. Rank hold VEEV as of Q1 2017.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining Veeva Systems position as of Q1 2017 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 7,537 Veeva Systems shares in Q1 2017, an estimated $307K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Veeva Systems in Q4 2016 and held it in 1 quarter.
  • Mariner Wealth Advisors (Cincinnati)'s Veeva Systems position peaked at $307K in Q4 2016.
  • 276 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2017.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q1 2017, filed 12 May 2017.