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Mariner Wealth Advisors (Madison)’s Microsoft MSFT Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$36K Buy
1,088
+86
+9% +$2.83K 0.01% 104
2013
Q2 		$35K Buy
+1,002
New +$32.8K 0.02% 86

Other funds holding MSFT

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

Mariner Wealth Advisors (Madison) increased its Microsoft (MSFT) stake by 8.6% in Q3 2013, buying an estimated $2.83K and bringing the position to 1,088 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #104.

Mariner Wealth Advisors (Madison) first reported a position in MSFT in Q2 2013 and has held it in 2 quarters since. 1,794 funds tracked by Wall St. Rank hold MSFT as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 1,088 shares of Microsoft worth $36K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) bought 86 Microsoft shares in Q3 2013, an estimated $2.83K.
  • Microsoft made up 0.01% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #104 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in Microsoft in Q2 2013 and has held it in 2 quarters since.
  • 1,794 funds tracked by Wall St. Rank held Microsoft as of Q3 2013.

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