Mariner Wealth Advisors (Cincinnati)’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$966K	Sell	23,559 -1,411	-6%	-$59.4K	0.05%	143
2018 Q2	$1.05M	Sell	24,970 -65	-0.3%	-$2.94K	0.06%	131
2018 Q1	$1.18M	Sell	25,035 -2,613	-9%	-$125K	0.07%	119
2017 Q4	$1.27M	Buy	27,648 +4,491	+19%	+$201K	0.08%	112
2017 Q3	$1.01M	Buy	23,157 +2,723	+13%	+$118K	0.07%	125
2017 Q2	$834K	Buy	20,434 +1,099	+6%	+$44.5K	0.06%	135
2017 Q1	$768K	Buy	+19,335	New	+$746K	0.06%	134
2016 Q4	–	Sell	-13,000	Closed	-$489K	–	260
2016 Q3	$489K	Buy	13,000 +384	+3%	+$14.3K	0.04%	163
2016 Q2	$444K	Sell	12,616 -761	-6%	-$26K	0.04%	168
2016 Q1	$463K	Sell	13,377 -1,164	-8%	-$36.5K	0.05%	161
2015 Q4	$476K	Buy	+14,541	New	+$500K	0.05%	153

Other funds holding VWO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 5.7% in Q3 2018, selling an estimated $59.4K and leaving 23,559 shares worth $966K. The position accounts for 0.05% of the portfolio, ranked #143.

Mariner Wealth Advisors (Cincinnati) first reported a position in VWO in Q4 2015 and has held it in 11 quarters since. The position peaked at $1.27M in Q4 2017. 1,265 funds tracked by Wall St. Rank hold VWO as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 23,559 shares of Vanguard FTSE Emerging Markets ETF worth $966K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) sold 1,411 Vanguard FTSE Emerging Markets ETF shares in Q3 2018, an estimated $59.4K.
Vanguard FTSE Emerging Markets ETF made up 0.05% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #143 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2015 and has held it in 11 quarters since.
Mariner Wealth Advisors (Cincinnati)'s Vanguard FTSE Emerging Markets ETF position peaked at $1.27M in Q4 2017.
1,265 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2018.

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