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Mariner Wealth Advisors (Madison)’s Realty Income O Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$40K Hold
1,032
– – 0.02% 97
2013
Q2 		$42K Buy
+1,032
New +$47.7K 0.02% 80

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Mariner Wealth Advisors (Madison) held its Realty Income (O) position steady in Q3 2013 at 1,032 shares worth $40K. The position accounts for 0.02% of the portfolio, ranked #97.

Mariner Wealth Advisors (Madison) first reported a position in O in Q2 2013 and has held it in 2 quarters since. The position peaked at $42K in Q2 2013. 389 funds tracked by Wall St. Rank hold O as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 1,032 shares of Realty Income worth $40K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) left its Realty Income share count unchanged in Q3 2013.
  • Realty Income made up 0.02% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #97 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in Realty Income in Q2 2013 and has held it in 2 quarters since.
  • Mariner Wealth Advisors (Madison)'s Realty Income position peaked at $42K in Q2 2013.
  • 389 funds tracked by Wall St. Rank held Realty Income as of Q3 2013.

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