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Mariner Wealth Advisors (NYC)’s Goldman Sachs GS Stock Holding History

Mariner Wealth Advisors (NYC)’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$795K Buy
+4,228
New +$786K 0.38% 20

Other funds holding GS

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $2.43B AUM 103.43% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Mariner Wealth Advisors (NYC) opened a new position in Goldman Sachs (GS) in Q1 2015: 4,228 shares worth $795K. The stake represents 0.38% of the portfolio and ranks #20 among its holdings.

995 funds tracked by Wall St. Rank hold GS as of Q1 2015.

  • Mariner Wealth Advisors (NYC) held 4,228 shares of Goldman Sachs worth $795K as of Q1 2015.
  • Goldman Sachs was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
  • Goldman Sachs made up 0.38% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #20 holding.
  • 995 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2015.

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