Mariner Wealth Advisors-Madison, LLC Last Quarter Change: USA Stocks, Added

Mariner Wealth Advisors-Madison, LLC quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2013-06-30 to 2013-09-30, Mariner Wealth Advisors-Madison, LLC opened 17 positions, added to 13, reduced 4, sold out of 2 and left 24 unchanged. The largest increase in value was BRKB (+$857,000); the largest decrease was MDXG (-$226,000).

BRKB: Country of operation —; Class CL B NEW; Shares 2013-06-30 3,821; Shares 2013-09-30 11,321.
SPH: Country of operation United States; Class UNIT LTD PARTN; Shares 2013-06-30 1,000; Shares 2013-09-30 18,400.
MO: Country of operation United States; Class COM; Shares 2013-06-30 1,000; Shares 2013-09-30 10,270.
WY: Country of operation United States; Class COM; Shares 2013-06-30 358,521; Shares 2013-09-30 364,211.

Two Form 13F-HR filings compared (SEC CIK 1174248): 2013-06-30 (filed 2013-08-19) and 2013-09-30 (filed 2013-11-14). 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; share change is the position change.

Stock	Country of operation	Class	Shares 2013-06-30	Shares 2013-09-30	Share change	Value 2013-06-30	Value 2013-09-30	Value change
BRKB BERKSHIRE HATHAWAY INC DEL		CL B NEW	3,821	11,321	+7,500	$428,000	$1,285,000	+$857,000
SPH SUBURBAN PROPANE PARTNERS L	United States	UNIT LTD PARTN	1,000	18,400	+17,400	$46,000	$861,000	+$815,000
MO ALTRIA GROUP INC	United States	COM	1,000	10,270	+9,270	$35,000	$352,000	+$317,000
WY WEYERHAEUSER CO	United States	COM	358,521	364,211	+5,690	$10,214,000	$10,427,000	+$213,000
VZ VERIZON COMMUNICATIONS INC	United States	COM	1,033	2,633	+1,600	$52,000	$123,000	+$71,000
INTC INTEL CORP	United States	COM	595	3,500	+2,905	$14,000	$80,000	+$66,000
MRK MERCK & CO INC NEW	United States	COM	3,003	3,974	+971	$139,000	$189,000	+$50,000
PFE PFIZER INC	United States	COM	21,578	21,815	+237	$604,000	$627,000	+$23,000
IBM INTERNATIONAL BUSINESS MACHS	United States	COM	108	208	+100	$21,000	$39,000	+$18,000
T AT&T INC	United States	COM	600	859	+259	$21,000	$29,000	+$8,000
CVX CHEVRON CORP NEW	United States	COM	1,000	1,021	+21	$118,000	$124,000	+$6,000
HONZZZZ HONEYWELL INTL INC		COM	644	678	+34	$51,000	$56,000	+$5,000
MSFT MICROSOFT CORP	United States	COM	1,002	1,088	+86	$35,000	$36,000	+$1,000

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