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Mariner Wealth Advisors (Madison)’s Invesco Senior Loan ETF BKLN Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio BKLN Stock Details BKLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$9.51M Buy
385,380
+380,595
+7,954% +$9.44M 3.83% 10
2013
Q2 		$118K Buy
+4,785
New +$120K 0.05% 60

Other funds holding BKLN

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

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

Mariner Wealth Advisors (Madison) increased its Invesco Senior Loan ETF (BKLN) stake by 7,954% in Q3 2013, buying an estimated $9.44M and bringing the position to 385,380 shares worth $9.51M. The position accounts for 3.83% of the portfolio, ranked #10.

Mariner Wealth Advisors (Madison) first reported a position in BKLN in Q2 2013 and has held it in 2 quarters since. 246 funds tracked by Wall St. Rank hold BKLN as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 385,380 shares of Invesco Senior Loan ETF worth $9.51M as of Q3 2013.
  • Mariner Wealth Advisors (Madison) bought 380,595 Invesco Senior Loan ETF shares in Q3 2013, an estimated $9.44M.
  • Invesco Senior Loan ETF made up 3.83% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #10 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in Invesco Senior Loan ETF in Q2 2013 and has held it in 2 quarters since.
  • 246 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2013.

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