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Mariner Wealth Advisors (Madison)’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio BAB Stock Details BAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$1.75M Buy
63,994
+6,871
+12% +$189K 0.7% 22
2013
Q2 		$1.61M Buy
+57,123
New +$1.72M 0.72% 20

Other funds holding BAB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s BAB Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) increased its Invesco Taxable Municipal Bond ETF (BAB) stake by 12% in Q3 2013, buying an estimated $189K and bringing the position to 63,994 shares worth $1.75M. The position accounts for 0.7% of the portfolio, ranked #22.

Mariner Wealth Advisors (Madison) first reported a position in BAB in Q2 2013 and has held it in 2 quarters since. 71 funds tracked by Wall St. Rank hold BAB as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 63,994 shares of Invesco Taxable Municipal Bond ETF worth $1.75M as of Q3 2013.
  • Mariner Wealth Advisors (Madison) bought 6,871 Invesco Taxable Municipal Bond ETF shares in Q3 2013, an estimated $189K.
  • Invesco Taxable Municipal Bond ETF made up 0.7% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #22 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in Invesco Taxable Municipal Bond ETF in Q2 2013 and has held it in 2 quarters since.
  • 71 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.