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Mariner Wealth Advisors (Madison)’s McCormick & Company Non-Voting MKC Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio MKC Stock Details MKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$36K Hold
1,100
– – 0.01% 103
2013
Q2 		$39K Buy
+1,100
New +$39.6K 0.02% 82

Other funds holding MKC

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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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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

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

Mariner Wealth Advisors (Madison) held its McCormick & Company Non-Voting (MKC) position steady in Q3 2013 at 1,100 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #103.

Mariner Wealth Advisors (Madison) first reported a position in MKC in Q2 2013 and has held it in 2 quarters since. The position peaked at $39K in Q2 2013. 518 funds tracked by Wall St. Rank hold MKC as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 1,100 shares of McCormick & Company Non-Voting worth $36K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) left its McCormick & Company Non-Voting share count unchanged in Q3 2013.
  • McCormick & Company Non-Voting made up 0.01% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #103 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in McCormick & Company Non-Voting in Q2 2013 and has held it in 2 quarters since.
  • Mariner Wealth Advisors (Madison)'s McCormick & Company Non-Voting position peaked at $39K in Q2 2013.
  • 518 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2013.

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