Mariner Wealth Advisors (Cincinnati)’s iShares Preferred and Income Securities ETF PFF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-8,737	Closed	-$342K	–	279
2017 Q2	$342K	Sell	8,737 -2,363	-21%	-$92K	0.02%	203
2017 Q1	$430K	Sell	11,100 -773	-7%	-$29.6K	0.03%	177
2016 Q4	$442K	Sell	11,873 -4,498	-27%	-$171K	0.03%	172
2016 Q3	$647K	Buy	16,371 +1,562	+11%	+$62.3K	0.06%	143
2016 Q2	$591K	Sell	14,809 -3,602	-20%	-$141K	0.05%	147
2016 Q1	$719K	Buy	18,411 +5,091	+38%	+$195K	0.07%	126
2015 Q4	$517K	Buy	+13,320	New	+$518K	0.05%	146

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s PFF Position: Q3 2017 in Review

Mariner Wealth Advisors (Cincinnati) sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2017, closing a stake of 8,737 shares — an estimated $342K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in PFF in Q4 2015 and held it in 7 quarters. The position peaked at $719K in Q1 2016. 653 funds tracked by Wall St. Rank hold PFF as of Q3 2017.

Mariner Wealth Advisors (Cincinnati) reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2017 after selling out during the quarter.
Mariner Wealth Advisors (Cincinnati) sold 8,737 iShares Preferred and Income Securities ETF shares in Q3 2017, an estimated $342K.
Mariner Wealth Advisors (Cincinnati) first reported a position in iShares Preferred and Income Securities ETF in Q4 2015 and held it in 7 quarters.
Mariner Wealth Advisors (Cincinnati)'s iShares Preferred and Income Securities ETF position peaked at $719K in Q1 2016.
653 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2017.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2017, filed 13 Nov 2017.