MWAM
GE icon

Mariner Wealth Advisors (Madison)’s GE Aerospace GE Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio GE Stock Details GE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$91K Buy
794
+751
+1,747% +$86.1K 0.04% 68
2013
Q2 		$5K Buy
+43
New +$4.76K ﹤0.01% 108

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Mariner Wealth Advisors (Madison) increased its GE Aerospace (GE) stake by 1,747% in Q3 2013, buying an estimated $86.1K and bringing the position to 794 shares worth $91K. The position accounts for 0.04% of the portfolio, ranked #68.

Mariner Wealth Advisors (Madison) first reported a position in GE in Q2 2013 and has held it in 2 quarters since. 1,685 funds tracked by Wall St. Rank hold GE as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 794 shares of GE Aerospace worth $91K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) bought 751 GE Aerospace shares in Q3 2013, an estimated $86.1K.
  • GE Aerospace made up 0.04% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #68 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in GE Aerospace in Q2 2013 and has held it in 2 quarters since.
  • 1,685 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2013.

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