Mariner Wealth Advisors (Madison)’s Philip Morris PM Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	$803K	Buy	+9,270	New	+$811K	0.32%	31

Other funds holding PM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Mariner Wealth Advisors (Madison) opened a new position in Philip Morris (PM) in Q3 2013: 9,270 shares worth $803K. The stake represents 0.32% of the portfolio and ranks #31 among its holdings.

1,309 funds tracked by Wall St. Rank hold PM as of Q3 2013.

Mariner Wealth Advisors (Madison) held 9,270 shares of Philip Morris worth $803K as of Q3 2013.
Philip Morris was a new Mariner Wealth Advisors (Madison) position in Q3 2013.
Philip Morris made up 0.32% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #31 holding.
1,309 funds tracked by Wall St. Rank held Philip Morris as of Q3 2013.

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