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Mariner Wealth Advisors (Cincinnati)’s Weyerhaeuser WY Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio WY Stock Details WY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-21,996
Closed -$802K – 313
2018
Q2 		$802K Hold
21,996
– – 0.05% 145
2018
Q1 		$770K Buy
+21,996
New +$776K 0.05% 144

Other funds holding WY

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) sold out of Weyerhaeuser (WY) in Q3 2018, closing a stake of 21,996 shares — an estimated $802K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in WY in Q1 2018 and held it in 2 quarters. The position peaked at $802K in Q2 2018. 979 funds tracked by Wall St. Rank hold WY as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining Weyerhaeuser position as of Q3 2018 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 21,996 Weyerhaeuser shares in Q3 2018, an estimated $802K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Weyerhaeuser in Q1 2018 and held it in 2 quarters.
  • Mariner Wealth Advisors (Cincinnati)'s Weyerhaeuser position peaked at $802K in Q2 2018.
  • 979 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2018.

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