Mariner Independent Advisor Network’s Invesco Chinese Yuan Dim Sum Bond ETF DSUM Stock Holding History

Mariner Independent Advisor Network’s Portfolio DSUM Stock Details DSUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-10,829	Closed	-$233K	–	378
2018 Q3	$233K	Buy	+10,829	New	+$240K	0.03%	225
2018 Q2	–	Sell	-25,466	Closed	-$619K	–	340
2018 Q1	$619K	Buy	+25,466	New	+$615K	0.04%	272

Other funds holding DSUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MLIC

Mandatum Life Insurance Company Helsinki, Finland $445M AUM 26.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Mariner Independent Advisor Network's DSUM Position: Q4 2018 in Review

Mariner Independent Advisor Network sold out of Invesco Chinese Yuan Dim Sum Bond ETF (DSUM) in Q4 2018, closing a stake of 10,829 shares — an estimated $233K sold.

Mariner Independent Advisor Network first reported a position in DSUM in Q1 2018 and held it in 2 quarters. The position peaked at $619K in Q1 2018. 17 funds tracked by Wall St. Rank hold DSUM as of Q4 2018.

Mariner Independent Advisor Network reported no remaining Invesco Chinese Yuan Dim Sum Bond ETF position as of Q4 2018 after selling out during the quarter.
Mariner Independent Advisor Network sold 10,829 Invesco Chinese Yuan Dim Sum Bond ETF shares in Q4 2018, an estimated $233K.
Mariner Independent Advisor Network first reported a position in Invesco Chinese Yuan Dim Sum Bond ETF in Q1 2018 and held it in 2 quarters.
Mariner Independent Advisor Network's Invesco Chinese Yuan Dim Sum Bond ETF position peaked at $619K in Q1 2018.
17 funds tracked by Wall St. Rank held Invesco Chinese Yuan Dim Sum Bond ETF as of Q4 2018.

Based on Mariner Independent Advisor Network's 13F filing for Q4 2018, filed 12 Feb 2019.