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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return