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Mariner Wealth Advisors (NYC)’s Realty Income O Stock Holding History

Mariner Wealth Advisors (NYC)’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$37K Buy
+733
New +$36.7K 0.02% 204

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Mariner Wealth Advisors (NYC) opened a new position in Realty Income (O) in Q1 2015: 733 shares worth $37K. The stake represents 0.02% of the portfolio and ranks #204 among its holdings.

477 funds tracked by Wall St. Rank hold O as of Q1 2015.

  • Mariner Wealth Advisors (NYC) held 733 shares of Realty Income worth $37K as of Q1 2015.
  • Realty Income was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
  • Realty Income made up 0.02% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #204 holding.
  • 477 funds tracked by Wall St. Rank held Realty Income as of Q1 2015.

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