Mariner Wealth Advisors (NYC)’s Wells Fargo WFC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$70K	Buy	+1,288	New	+$69.6K	0.03%	126

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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

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

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

BIT

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Mariner Wealth Advisors (NYC) opened a new position in Wells Fargo (WFC) in Q1 2015: 1,288 shares worth $70K. The stake represents 0.03% of the portfolio and ranks #126 among its holdings.

1,768 funds tracked by Wall St. Rank hold WFC as of Q1 2015.

Mariner Wealth Advisors (NYC) held 1,288 shares of Wells Fargo worth $70K as of Q1 2015.
Wells Fargo was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
Wells Fargo made up 0.03% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #126 holding.
1,768 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2015.

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