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Mariner Wealth Advisors (Madison)’s Devon Energy DVN Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio DVN Stock Details DVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$65K Hold
1,121
– – 0.03% 80
2013
Q2 		$58K Buy
+1,121
New +$62.4K 0.03% 69

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FMI
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BIT
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Goldman Sachs
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JP Morgan Chase
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IVA
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Mariner Wealth Advisors (Madison)'s DVN Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) held its Devon Energy (DVN) position steady in Q3 2013 at 1,121 shares worth $65K. The position accounts for 0.03% of the portfolio, ranked #80.

Mariner Wealth Advisors (Madison) first reported a position in DVN in Q2 2013 and has held it in 2 quarters since. 772 funds tracked by Wall St. Rank hold DVN as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 1,121 shares of Devon Energy worth $65K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) left its Devon Energy share count unchanged in Q3 2013.
  • Devon Energy made up 0.03% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #80 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in Devon Energy in Q2 2013 and has held it in 2 quarters since.
  • 772 funds tracked by Wall St. Rank held Devon Energy as of Q3 2013.

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