MWAM
ALR

Mariner Wealth Advisors (Madison)’s Alere Inc ALR Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio ALR Stock Details ALR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$504K Hold
16,500
– – 0.2% 45
2013
Q2 		$404K Buy
+16,500
New +$427K 0.18% 43

Other funds holding ALR

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Scopia Capital Management New York $112M AUM 48.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Steinberg Asset Management New York $161M AUM 41.72% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return

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

Mariner Wealth Advisors (Madison) held its Alere Inc (ALR) position steady in Q3 2013 at 16,500 shares worth $504K. The position accounts for 0.2% of the portfolio, ranked #45.

Mariner Wealth Advisors (Madison) first reported a position in ALR in Q2 2013 and has held it in 2 quarters since. 196 funds tracked by Wall St. Rank hold ALR as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 16,500 shares of Alere Inc worth $504K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) left its Alere Inc share count unchanged in Q3 2013.
  • Alere Inc made up 0.2% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #45 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in Alere Inc in Q2 2013 and has held it in 2 quarters since.
  • 196 funds tracked by Wall St. Rank held Alere Inc as of Q3 2013.

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