Mariner Wealth Advisors (Cincinnati)’s iShares Select Dividend ETF DVY Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$302K	Buy	+3,026	New	+$303K	0.02%	245

Other funds holding DVY

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati)'s DVY Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) opened a new position in iShares Select Dividend ETF (DVY) in Q3 2018: 3,026 shares worth $302K. The stake represents 0.02% of the portfolio and ranks #245 among its holdings.

835 funds tracked by Wall St. Rank hold DVY as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 3,026 shares of iShares Select Dividend ETF worth $302K as of Q3 2018.
iShares Select Dividend ETF was a new Mariner Wealth Advisors (Cincinnati) position in Q3 2018.
iShares Select Dividend ETF made up 0.02% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #245 holding.
835 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.