Mariner Wealth Advisors-Cincinnati, LLC
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 633,754
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2014 | 7/18/2014 | 150 | 633,754 | 13F-HR | RiverPoint Capital Management, LLC |
| Q1 2014 | 4/23/2014 | 140 | 616,198 | 13F-HR | RiverPoint Capital Management, LLC |
| Q4 2013 | 1/27/2014 | 147 | 607,115 | 13F-HR | RiverPoint Capital Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 633.8 K | 100.0% | 17.56 K | 0 | 17.56 K |
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Fund Snapshot
Q2 2014
Latest filed
7/18/2014
Total value ($000)
633,754
Holdings
150
QoQ value change ($000)
17,556
(2.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.