MWAM
CUT icon

Mariner Wealth Advisors (Madison)’s Invesco MSCI Global Timber ETF CUT Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio CUT Stock Details CUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$407K Buy
16,700
+3,590
+27% +$83.8K 0.16% 46
2013
Q2 		$284K Buy
+13,110
New +$294K 0.13% 47

Other funds holding CUT

VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
ACM
Alpha Capital Management Austin, Texas $770M AUM 23.14% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

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

Mariner Wealth Advisors (Madison) increased its Invesco MSCI Global Timber ETF (CUT) stake by 27% in Q3 2013, buying an estimated $83.8K and bringing the position to 16,700 shares worth $407K. The position accounts for 0.16% of the portfolio, ranked #46.

Mariner Wealth Advisors (Madison) first reported a position in CUT in Q2 2013 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold CUT as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 16,700 shares of Invesco MSCI Global Timber ETF worth $407K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) bought 3,590 Invesco MSCI Global Timber ETF shares in Q3 2013, an estimated $83.8K.
  • Invesco MSCI Global Timber ETF made up 0.16% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #46 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in Invesco MSCI Global Timber ETF in Q2 2013 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q3 2013.

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