MIAN
CSD icon

Mariner Independent Advisor Network’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Mariner Independent Advisor Network’s Portfolio CSD Stock Details CSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-8,586
Closed -$394K – 209
2017
Q1 		$394K Sell
8,586
-2,605
-23% -$117K 0.05% 179
2016
Q4 		$486K Buy
11,191
+811
+8% +$34.7K 0.08% 130
2016
Q3 		$445K Buy
+10,380
New +$437K 0.06% 137
2015
Q4 		– Sell
-10,253
Closed -$391K – 87
2015
Q3 		$391K Buy
+10,253
New +$439K 0.15% 110
2015
Q1 		– Sell
-6,705
Closed -$300K – 95
2014
Q4 		$300K Sell
6,705
-7,355
-52% -$331K 0.14% 117
2014
Q3 		$481K Buy
14,060
+7,355
+110% +$334K 0.25% 64
2014
Q2 		$310K Buy
+6,705
New +$302K 0.15% 90

Other funds holding CSD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NCMW
Northern Capital Management (Wisconsin) Madison, Wisconsin $373M AUM 11.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return