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Mariner Wealth Advisors (Madison)’s Procter & Gamble PG Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$77K Hold
1,015
– – 0.03% 75
2013
Q2 		$78K Buy
+1,015
New +$79.7K 0.03% 64

Other funds holding PG

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 PG Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) held its Procter & Gamble (PG) position steady in Q3 2013 at 1,015 shares worth $77K. The position accounts for 0.03% of the portfolio, ranked #75.

Mariner Wealth Advisors (Madison) first reported a position in PG in Q2 2013 and has held it in 2 quarters since. The position peaked at $78K in Q2 2013. 1,652 funds tracked by Wall St. Rank hold PG as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 1,015 shares of Procter & Gamble worth $77K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) left its Procter & Gamble share count unchanged in Q3 2013.
  • Procter & Gamble made up 0.03% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #75 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in Procter & Gamble in Q2 2013 and has held it in 2 quarters since.
  • Mariner Wealth Advisors (Madison)'s Procter & Gamble position peaked at $78K in Q2 2013.
  • 1,652 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2013.

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