Mariner Independent Advisor Network
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Mariner Independent Advisor Network’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

Mariner Independent Advisor Network’s Portfolio RPG Stock Details RPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-375,450
Closed -$5.8M – 178
2014
Q3 		$5.8M Buy
375,450
+2,310
+0.6% +$36K 3.03% 10
2014
Q2 		$5.77M Buy
+373,140
New +$5.5M 2.84% 9

Other funds holding RPG

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $209M AUM 22.2% 1-Year Est. Return
KWILP
Kiwi Wealth Investments Limited Partnership Wellington, New Zealand $126M AUM 18.28% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Mariner Independent Advisor Network's RPG Position: Q4 2014 in Review

Mariner Independent Advisor Network sold out of Invesco S&P 500 Pure Growth ETF (RPG) in Q4 2014, closing a stake of 375,450 shares — an estimated $5.8M sold.

Mariner Independent Advisor Network first reported a position in RPG in Q2 2014 and held it in 2 quarters. The position peaked at $5.8M in Q3 2014. 104 funds tracked by Wall St. Rank hold RPG as of Q4 2014.

  • Mariner Independent Advisor Network reported no remaining Invesco S&P 500 Pure Growth ETF position as of Q4 2014 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 375,450 Invesco S&P 500 Pure Growth ETF shares in Q4 2014, an estimated $5.8M.
  • Mariner Independent Advisor Network first reported a position in Invesco S&P 500 Pure Growth ETF in Q2 2014 and held it in 2 quarters.
  • Mariner Independent Advisor Network's Invesco S&P 500 Pure Growth ETF position peaked at $5.8M in Q3 2014.
  • 104 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q4 2014.

Based on Mariner Independent Advisor Network's 13F filing for Q4 2014, filed 12 Feb 2015.