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Mariner Wealth Advisors (Cincinnati)’s Wells Fargo WFC Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$1.71M Sell
32,549
-400
-1% -$22.8K 0.09% 119
2018
Q2 		$1.83M Sell
32,949
-7,706
-19% -$413K 0.11% 107
2018
Q1 		$2.13M Sell
40,655
-7,119
-15% -$423K 0.13% 94
2017
Q4 		$2.9M Sell
47,774
-84,858
-64% -$4.79M 0.18% 80
2017
Q3 		$7.32M Sell
132,632
-2,895
-2% -$154K 0.47% 57
2017
Q2 		$7.51M Buy
135,527
+5,741
+4% +$308K 0.52% 60
2017
Q1 		$7.22M Sell
129,786
-2,329
-2% -$132K 0.52% 62
2016
Q4 		$7.28M Sell
132,115
-1,833
-1% -$92.2K 0.57% 58
2016
Q3 		$5.93M Buy
133,948
+2,812
+2% +$135K 0.51% 61
2016
Q2 		$6.21M Buy
131,136
+10,494
+9% +$512K 0.56% 57
2016
Q1 		$5.83M Buy
120,642
+12,554
+12% +$615K 0.57% 54
2015
Q4 		$5.88M Buy
+108,088
New +$5.87M 0.57% 54
2015
Q1 		$5.6M Buy
102,992
+3,882
+4% +$210K 0.79% 43
2014
Q4 		$5.43M Buy
99,110
+8,534
+9% +$452K 0.79% 41
2014
Q3 		$4.7M Sell
90,576
-5,777
-6% -$297K 0.75% 41
2014
Q2 		$5.06M Sell
96,353
-2,050
-2% -$103K 0.8% 42
2014
Q1 		$4.89M Sell
98,403
-3,270
-3% -$152K 0.79% 44
2013
Q4 		$4.62M Sell
101,673
-1,729
-2% -$74.7K 0.76% 45
2013
Q3 		$4.27M Buy
103,402
+7,155
+7% +$305K 0.79% 43
2013
Q2 		$3.97M Buy
+96,247
New +$3.75M 0.79% 44

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) reduced its Wells Fargo (WFC) stake by 1.2% in Q3 2018, selling an estimated $22.8K and leaving 32,549 shares worth $1.71M. The position accounts for 0.09% of the portfolio, ranked #119.

Mariner Wealth Advisors (Cincinnati) first reported a position in WFC in Q2 2013 and has held it in 20 quarters since. The position peaked at $7.51M in Q2 2017. 1,973 funds tracked by Wall St. Rank hold WFC as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 32,549 shares of Wells Fargo worth $1.71M as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) sold 400 Wells Fargo shares in Q3 2018, an estimated $22.8K.
  • Wells Fargo made up 0.09% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #119 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Wells Fargo in Q2 2013 and has held it in 20 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s Wells Fargo position peaked at $7.51M in Q2 2017.
  • 1,973 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2018.

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