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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

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WRF
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Fidelity Investments
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LPC
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VOYA Investment Management
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JP Morgan Chase
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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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return