Mariner Wealth Advisors (NYC)’s Altria Group MO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$300K	Buy	+5,997	New	+$318K	0.14%	39

Other funds holding MO

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

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

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

Mariner Wealth Advisors (NYC) opened a new position in Altria Group (MO) in Q1 2015: 5,997 shares worth $300K. The stake represents 0.14% of the portfolio and ranks #39 among its holdings.

1,375 funds tracked by Wall St. Rank hold MO as of Q1 2015.

Mariner Wealth Advisors (NYC) held 5,997 shares of Altria Group worth $300K as of Q1 2015.
Altria Group was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
Altria Group made up 0.14% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #39 holding.
1,375 funds tracked by Wall St. Rank held Altria Group as of Q1 2015.

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