Mariner Wealth Advisors (NYC)’s Ulta Beauty ULTA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$38K	Buy	+250	New	+$34.6K	0.02%	199

Other funds holding ULTA

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

Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

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

BIT

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

CCI

Columbus Circle Investors $2.28B AUM 135.57% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Mariner Wealth Advisors (NYC) opened a new position in Ulta Beauty (ULTA) in Q1 2015: 250 shares worth $38K. The stake represents 0.02% of the portfolio and ranks #199 among its holdings.

386 funds tracked by Wall St. Rank hold ULTA as of Q1 2015.

Mariner Wealth Advisors (NYC) held 250 shares of Ulta Beauty worth $38K as of Q1 2015.
Ulta Beauty was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
Ulta Beauty made up 0.02% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #199 holding.
386 funds tracked by Wall St. Rank held Ulta Beauty as of Q1 2015.

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