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Mariner Wealth Advisors (Madison)’s IBM IBM Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$39K Buy
218
+105
+93% +$19.1K 0.02% 99
2013
Q2 		$21K Buy
+113
New +$22K 0.01% 94

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Mariner Wealth Advisors (Madison) increased its IBM (IBM) stake by 93% in Q3 2013, buying an estimated $19.1K and bringing the position to 218 shares worth $39K. The position accounts for 0.02% of the portfolio, ranked #99.

Mariner Wealth Advisors (Madison) first reported a position in IBM in Q2 2013 and has held it in 2 quarters since. 1,667 funds tracked by Wall St. Rank hold IBM as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 218 shares of IBM worth $39K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) bought 105 IBM shares in Q3 2013, an estimated $19.1K.
  • IBM made up 0.02% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #99 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in IBM in Q2 2013 and has held it in 2 quarters since.
  • 1,667 funds tracked by Wall St. Rank held IBM as of Q3 2013.

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