Mariner Wealth Advisors (Cincinnati)’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$262K	Sell	2,265 -200	-8%	-$23K	0.01%	259
2018 Q2	$271K	Buy	2,465 +400	+19%	+$44.3K	0.02%	256
2018 Q1	$226K	Hold	2,065	–	–	0.01%	261
2017 Q4	$236K	Hold	2,065	–	–	0.01%	253
2017 Q3	$223K	Buy	+2,065	New	+$219K	0.01%	250

Other funds holding IVE

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) reduced its iShares S&P 500 Value ETF (IVE) stake by 8.1% in Q3 2018, selling an estimated $23K and leaving 2,265 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #259.

Mariner Wealth Advisors (Cincinnati) first reported a position in IVE in Q3 2017 and has held it in 5 quarters since. The position peaked at $271K in Q2 2018. 647 funds tracked by Wall St. Rank hold IVE as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 2,265 shares of iShares S&P 500 Value ETF worth $262K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) sold 200 iShares S&P 500 Value ETF shares in Q3 2018, an estimated $23K.
iShares S&P 500 Value ETF made up 0.01% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #259 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in iShares S&P 500 Value ETF in Q3 2017 and has held it in 5 quarters since.
Mariner Wealth Advisors (Cincinnati)'s iShares S&P 500 Value ETF position peaked at $271K in Q2 2018.
647 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2018.

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