MARINER INDEPENDENT ADVISOR NETWORK, LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 9 quarters from 2014-06-30 to 2016-09-30, MARINER INDEPENDENT ADVISOR NETWORK, LLC opened 103 positions, added to 157, reduced 40 and sold out of 92.
- Q3 2016: Stock AAPL; Country of operation United States; Class COMMON STOCK; Shares before 250,919.
- Q3 2016: Stock BRKB; Country of operation —; Class COMMON STOCK; Shares before 11,257.
- Q3 2016: Stock MRK; Country of operation United States; Class COMMON STOCK; Shares before 19,427.
- Q3 2016: Stock JNJ; Country of operation United States; Class COMMON STOCK; Shares before 54,705.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1548916), 9 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-17); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-17); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-25); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-03-08); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-18); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-13); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-15); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-12); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2014-06-30.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2016 | AAPL
APPLE INC | United States | COMMON STOCK | 250,919 | 339,568 | +88,649 | $23,988,000 | $38,388,000 | +$14,400,000 | 2016-11-17 |
|---|
| Q3 2016 | BRKB
BERKSHIRE HATHAWAY CLASS B | | COMMON STOCK | 11,257 | 64,077 | +52,820 | $1,630,000 | $9,257,000 | +$7,627,000 | 2016-11-17 |
|---|
| Q3 2016 | MRK
MERCK & CO INC NEW | United States | COMMON STOCK | 19,427 | 100,208 | +80,781 | $1,119,000 | $6,254,000 | +$5,135,000 | 2016-11-17 |
|---|
| Q3 2016 | JNJ
JOHNSON & JOHNSON | United States | COMMON STOCK | 54,705 | 79,644 | +24,939 | $6,636,000 | $9,408,000 | +$2,772,000 | 2016-11-17 |
|---|
| Q3 2016 | GLD
SPDR GOLD TRUST | United States | COMMON STOCK | 64,803 | 79,831 | +15,028 | $8,196,000 | $10,030,000 | +$1,834,000 | 2016-11-17 |
|---|
| Q3 2016 | T
AT&T | United States | COMMON STOCK | 230,139 | 283,663 | +53,524 | $9,944,000 | $11,520,000 | +$1,576,000 | 2016-11-17 |
|---|
| Q3 2016 | HONZZZZ
HONEYWELL INTL INC | | COMMON STOCK | 16,306 | 26,730 | +10,424 | $1,897,000 | $3,116,000 | +$1,219,000 | 2016-11-17 |
|---|
| Q3 2016 | MSFT
MICROSOFT CORP | United States | COMMON STOCK | 134,235 | 137,045 | +2,810 | $6,869,000 | $7,894,000 | +$1,025,000 | 2016-11-17 |
|---|
| Q3 2016 | PG
PROCTOR & GAMBLE | United States | COMMON STOCK | 47,680 | 54,505 | +6,825 | $4,037,000 | $4,892,000 | +$855,000 | 2016-11-17 |
|---|
| Q3 2016 | DIS
WALT DISNEY CO | United States | COMMON STOCK | 62,874 | 75,380 | +12,506 | $6,150,000 | $7,000,000 | +$850,000 | 2016-11-17 |
|---|
| Q3 2016 | CSCO
CISCO SYSTEMS INC | United States | COMMON STOCK | 107,709 | 124,094 | +16,385 | $3,090,000 | $3,936,000 | +$846,000 | 2016-11-17 |
|---|
| Q3 2016 | JPM
JPMORGAN CHASE & CO | United States | COMMON STOCK | 21,957 | 28,435 | +6,478 | $1,364,000 | $1,893,000 | +$529,000 | 2016-11-17 |
|---|
| Q3 2016 | VZ
VERIZON COMMUNICATN | United States | COMMON STOCK | 123,645 | 124,872 | +1,227 | $6,904,000 | $6,491,000 | -$413,000 | 2016-11-17 |
|---|
| Q3 2016 | WFC
WELLS FARGO BK N A | United States | COMMON STOCK | 79,199 | 93,229 | +14,030 | $3,748,000 | $4,128,000 | +$380,000 | 2016-11-17 |
|---|
| Q3 2016 | BAC
BANK OF AMERICA CORP | United States | COMMON STOCK | 98,732 | 106,058 | +7,326 | $1,310,000 | $1,660,000 | +$350,000 | 2016-11-17 |
|---|
| Q3 2016 | XOMXXXX
EXXON MOBIL CORPORATION | | COMMON STOCK | 204,520 | 215,869 | +11,349 | $19,172,000 | $18,841,000 | -$331,000 | 2016-11-17 |
|---|
| Q3 2016 | KBH
KB HOME | United States | COMMON STOCK | 17,483 | 33,153 | +15,670 | $266,000 | $534,000 | +$268,000 | 2016-11-17 |
|---|
| Q3 2016 | PEP
PEPSICO INC | United States | COMMON STOCK | 14,227 | 16,193 | +1,966 | $1,507,000 | $1,761,000 | +$254,000 | 2016-11-17 |
|---|
| Q3 2016 | PYPL
PAYPAL HOLDINGS INCO | United States | COMMON STOCK | 24,988 | 25,831 | +843 | $912,000 | $1,058,000 | +$146,000 | 2016-11-17 |
|---|
| Q3 2016 | PFE
PFIZER INCORPORATED | United States | COMMON STOCK | 145,098 | 154,720 | +9,622 | $5,109,000 | $5,240,000 | +$131,000 | 2016-11-17 |
|---|
| Q3 2016 | GILD
GILEAD SCIENCES INC | United States | COMMON STOCK | 54,909 | 56,289 | +1,380 | $4,580,000 | $4,454,000 | -$126,000 | 2016-11-17 |
|---|
| Q3 2016 | GIS
GENERAL MILLS INC | United States | COMMON STOCK | 19,186 | 19,900 | +714 | $1,368,000 | $1,271,000 | -$97,000 | 2016-11-17 |
|---|
| Q3 2016 | MD
MEDNAX INC | United States | COMMON STOCK | 17,757 | 18,356 | +599 | $1,286,000 | $1,216,000 | -$70,000 | 2016-11-17 |
|---|
| Q3 2016 | WELL
WELLTOWER INC | United States | COMMON STOCK | 47,499 | 49,303 | +1,804 | $3,618,000 | $3,686,000 | +$68,000 | 2016-11-17 |
|---|
| Q3 2016 | KO
COCA COLA COMPANY | United States | COMMON STOCK | 14,604 | 16,800 | +2,196 | $662,000 | $711,000 | +$49,000 | 2016-11-17 |
|---|
| Q3 2016 | CMCSA
COMCAST CORPORATION CLASS A | United States | COMMON STOCK | 16,849 | 16,952 | +103 | $1,098,000 | $1,125,000 | +$27,000 | 2016-11-17 |
|---|
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