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Mariner Wealth Advisors (Madison)’s Altria Group MO Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$352K Buy
10,270
+9,270
+927% +$327K 0.14% 47
2013
Q2 		$35K Buy
+1,000
New +$35.9K 0.02% 85

Other funds holding MO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
SF
Sarofim Fayez Houston, Texas $20.5B AUM

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

Mariner Wealth Advisors (Madison) increased its Altria Group (MO) stake by 927% in Q3 2013, buying an estimated $327K and bringing the position to 10,270 shares worth $352K. The position accounts for 0.14% of the portfolio, ranked #47.

Mariner Wealth Advisors (Madison) first reported a position in MO in Q2 2013 and has held it in 2 quarters since. 1,065 funds tracked by Wall St. Rank hold MO as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 10,270 shares of Altria Group worth $352K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) bought 9,270 Altria Group shares in Q3 2013, an estimated $327K.
  • Altria Group made up 0.14% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #47 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in Altria Group in Q2 2013 and has held it in 2 quarters since.
  • 1,065 funds tracked by Wall St. Rank held Altria Group as of Q3 2013.

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