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Mariner Wealth Advisors (NYC)’s Loews L Stock Holding History

Mariner Wealth Advisors (NYC)’s Portfolio L Stock Details L Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$13K Buy
+310
New +$12.6K 0.01% 333

Other funds holding L

SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

Mariner Wealth Advisors (NYC) opened a new position in Loews (L) in Q1 2015: 310 shares worth $13K. The stake represents 0.01% of the portfolio and ranks #333 among its holdings.

425 funds tracked by Wall St. Rank hold L as of Q1 2015.

  • Mariner Wealth Advisors (NYC) held 310 shares of Loews worth $13K as of Q1 2015.
  • Loews was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
  • Loews made up 0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #333 holding.
  • 425 funds tracked by Wall St. Rank held Loews as of Q1 2015.

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