Mariner Wealth Advisors (NYC)’s Costco COST Stock Holding History

Mariner Wealth Advisors (NYC)’s Portfolio COST Stock Details COST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$75K	Buy	+494	New	+$72.5K	0.04%	120

Other funds holding COST

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Mariner Wealth Advisors (NYC)'s COST Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in Costco (COST) in Q1 2015: 494 shares worth $75K. The stake represents 0.04% of the portfolio and ranks #120 among its holdings.

1,166 funds tracked by Wall St. Rank hold COST as of Q1 2015.

Mariner Wealth Advisors (NYC) held 494 shares of Costco worth $75K as of Q1 2015.
Costco was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
Costco made up 0.04% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #120 holding.
1,166 funds tracked by Wall St. Rank held Costco as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.