Mariner Wealth Advisors (Cincinnati)’s iShares Biotechnology ETF IBB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$234K	Buy	+1,920	New	+$226K	0.01%	268
2018 Q1	–	Sell	-2,751	Closed	-$294K	–	285
2017 Q4	$294K	Buy	2,751 +906	+49%	+$96.8K	0.02%	233
2017 Q3	$205K	Buy	+1,845	New	+$197K	0.01%	261
2015 Q1	$1.14M	Buy	+9,921	New	+$1.09M	0.16%	72

Other funds holding IBB

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

DFO

Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return

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

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

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

Mariner Wealth Advisors (Cincinnati) opened a new position in iShares Biotechnology ETF (IBB) in Q3 2018: 1,920 shares worth $234K. The stake represents 0.01% of the portfolio and ranks #268 among its holdings. This is a return to the name: Mariner Wealth Advisors (Cincinnati) previously reported a position in IBB as recently as Q4 2017.

Mariner Wealth Advisors (Cincinnati) first reported a position in IBB in Q1 2015 and has held it in 4 quarters since. The position peaked at $1.14M in Q1 2015. 631 funds tracked by Wall St. Rank hold IBB as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 1,920 shares of iShares Biotechnology ETF worth $234K as of Q3 2018.
iShares Biotechnology ETF was a new Mariner Wealth Advisors (Cincinnati) position in Q3 2018.
iShares Biotechnology ETF made up 0.01% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #268 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in iShares Biotechnology ETF in Q1 2015 and has held it in 4 quarters since.
Mariner Wealth Advisors (Cincinnati)'s iShares Biotechnology ETF position peaked at $1.14M in Q1 2015.
631 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2018.

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