Mariner Wealth Advisors (Cincinnati)’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$346K	Sell	1,296 -176	-12%	-$46.1K	0.02%	232
2018 Q2	$367K	Buy	+1,472	New	+$365K	0.02%	224
2018 Q1	–	Sell	-817	Closed	-$200K	–	291
2017 Q4	$200K	Buy	+817	New	+$195K	0.01%	272

Other funds holding VOO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) reduced its Vanguard S&P 500 ETF (VOO) stake by 12% in Q3 2018, selling an estimated $46.1K and leaving 1,296 shares worth $346K. The position accounts for 0.02% of the portfolio, ranked #232.

Mariner Wealth Advisors (Cincinnati) first reported a position in VOO in Q4 2017 and has held it in 3 quarters since. The position peaked at $367K in Q2 2018. 942 funds tracked by Wall St. Rank hold VOO as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 1,296 shares of Vanguard S&P 500 ETF worth $346K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) sold 176 Vanguard S&P 500 ETF shares in Q3 2018, an estimated $46.1K.
Vanguard S&P 500 ETF made up 0.02% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #232 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 3 quarters since.
Mariner Wealth Advisors (Cincinnati)'s Vanguard S&P 500 ETF position peaked at $367K in Q2 2018.
942 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2018.

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