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Mariner Wealth Advisors (Madison)’s Eli Lilly LLY Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio LLY Stock Details LLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$25K Hold
500
– – 0.01% 114
2013
Q2 		$25K Buy
+500
New +$27.2K 0.01% 90

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Mariner Wealth Advisors (Madison) held its Eli Lilly (LLY) position steady in Q3 2013 at 500 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #114.

Mariner Wealth Advisors (Madison) first reported a position in LLY in Q2 2013 and has held it in 2 quarters since. 974 funds tracked by Wall St. Rank hold LLY as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 500 shares of Eli Lilly worth $25K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) left its Eli Lilly share count unchanged in Q3 2013.
  • Eli Lilly made up 0.01% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #114 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in Eli Lilly in Q2 2013 and has held it in 2 quarters since.
  • 974 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2013.

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