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Mariner Wealth Advisors (Madison)’s Johnson & Johnson JNJ Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio JNJ Stock Details JNJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$1.02M Sell
11,760
-1,315
-10% -$118K 0.41% 27
2013
Q2 		$1.12M Buy
+13,075
New +$1.11M 0.5% 23

Other funds holding JNJ

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Mariner Wealth Advisors (Madison) reduced its Johnson & Johnson (JNJ) stake by 10% in Q3 2013, selling an estimated $118K and leaving 11,760 shares worth $1.02M. The position accounts for 0.41% of the portfolio, ranked #27.

Mariner Wealth Advisors (Madison) first reported a position in JNJ in Q2 2013 and has held it in 2 quarters since. The position peaked at $1.12M in Q2 2013. 1,831 funds tracked by Wall St. Rank hold JNJ as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 11,760 shares of Johnson & Johnson worth $1.02M as of Q3 2013.
  • Mariner Wealth Advisors (Madison) sold 1,315 Johnson & Johnson shares in Q3 2013, an estimated $118K.
  • Johnson & Johnson made up 0.41% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #27 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in Johnson & Johnson in Q2 2013 and has held it in 2 quarters since.
  • Mariner Wealth Advisors (Madison)'s Johnson & Johnson position peaked at $1.12M in Q2 2013.
  • 1,831 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2013.

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