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Mariner Wealth Advisors (Madison)’s Acco Brands ACCO Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio ACCO Stock Details ACCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$10K Hold
1,508
– – ﹤0.01% 139
2013
Q2 		$10K Buy
+1,508
New +$10.2K ﹤0.01% 105

Other funds holding ACCO

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
ZCG
Zesiger Capital Group New York $59.2M AUM 3.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s ACCO Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) held its Acco Brands (ACCO) position steady in Q3 2013 at 1,508 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #139.

Mariner Wealth Advisors (Madison) first reported a position in ACCO in Q2 2013 and has held it in 2 quarters since. 165 funds tracked by Wall St. Rank hold ACCO as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 1,508 shares of Acco Brands worth $10K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) left its Acco Brands share count unchanged in Q3 2013.
  • Acco Brands made up ﹤0.01% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #139 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in Acco Brands in Q2 2013 and has held it in 2 quarters since.
  • 165 funds tracked by Wall St. Rank held Acco Brands as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.