MWAM
PCL

Mariner Wealth Advisors (Madison)’s PLUM CREEK TIMBER CO (REIT) PCL Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio PCL Stock Details PCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$9.68M Buy
206,647
+1,400
+0.7% +$65.6K 3.9% 9
2013
Q2 		$9.58M Buy
+205,247
New +$10.3M 4.26% 9

Other funds holding PCL

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Mariner Wealth Advisors (Madison) increased its PLUM CREEK TIMBER CO (REIT) (PCL) stake by 0.68% in Q3 2013, buying an estimated $65.6K and bringing the position to 206,647 shares worth $9.68M. The position accounts for 3.9% of the portfolio, ranked #9.

Mariner Wealth Advisors (Madison) first reported a position in PCL in Q2 2013 and has held it in 2 quarters since. 571 funds tracked by Wall St. Rank hold PCL as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 206,647 shares of PLUM CREEK TIMBER CO (REIT) worth $9.68M as of Q3 2013.
  • Mariner Wealth Advisors (Madison) bought 1,400 PLUM CREEK TIMBER CO (REIT) shares in Q3 2013, an estimated $65.6K.
  • PLUM CREEK TIMBER CO (REIT) made up 3.9% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #9 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in PLUM CREEK TIMBER CO (REIT) in Q2 2013 and has held it in 2 quarters since.
  • 571 funds tracked by Wall St. Rank held PLUM CREEK TIMBER CO (REIT) as of Q3 2013.

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