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Mariner Wealth Advisors (Cincinnati)’s iShares US Real Estate ETF IYR Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-3,010
Closed -$226K – 244
2015
Q4 		$226K Buy
+3,010
New +$225K 0.02% 217

Other funds holding IYR

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TIAAOA
Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s IYR Position: Q1 2016 in Review

Mariner Wealth Advisors (Cincinnati) sold out of iShares US Real Estate ETF (IYR) in Q1 2016, closing a stake of 3,010 shares — an estimated $226K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in IYR in Q4 2015 and held it in 1 quarter. The position peaked at $226K in Q4 2015. 327 funds tracked by Wall St. Rank hold IYR as of Q1 2016.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining iShares US Real Estate ETF position as of Q1 2016 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 3,010 iShares US Real Estate ETF shares in Q1 2016, an estimated $226K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in iShares US Real Estate ETF in Q4 2015 and held it in 1 quarter.
  • Mariner Wealth Advisors (Cincinnati)'s iShares US Real Estate ETF position peaked at $226K in Q4 2015.
  • 327 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2016.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q1 2016, filed 12 May 2016.