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Mariner Wealth Advisors (Madison)’s Meta Platforms (Facebook) META Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-125
Closed -$3K – 169
2013
Q2 		$3K Buy
+125
New +$3.2K ﹤0.01% 112

Other funds holding META

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Mariner Wealth Advisors (Madison) sold out of Meta Platforms (Facebook) (META) in Q3 2013, closing a stake of 125 shares — an estimated $3K sold.

Mariner Wealth Advisors (Madison) first reported a position in META in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 839 funds tracked by Wall St. Rank hold META as of Q3 2013.

  • Mariner Wealth Advisors (Madison) reported no remaining Meta Platforms (Facebook) position as of Q3 2013 after selling out during the quarter.
  • Mariner Wealth Advisors (Madison) sold 125 Meta Platforms (Facebook) shares in Q3 2013, an estimated $3K.
  • Mariner Wealth Advisors (Madison) first reported a position in Meta Platforms (Facebook) in Q2 2013 and held it in 1 quarter.
  • Mariner Wealth Advisors (Madison)'s Meta Platforms (Facebook) position peaked at $3K in Q2 2013.
  • 839 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2013.

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