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Mariner Wealth Advisors (Madison)’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$821K Sell
26,070
-688
-3% -$21.6K 0.33% 30
2013
Q2 		$807K Buy
+26,758
New +$804K 0.36% 27

Other funds holding DSI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GC
Gibson Capital Wexford, Pennsylvania $610M AUM 20.96% 1-Year Est. Return
RNS
Robert N. Shapiro $501M AUM 11.71% 1-Year Est. Return

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

Mariner Wealth Advisors (Madison) reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 2.6% in Q3 2013, selling an estimated $21.6K and leaving 26,070 shares worth $821K. The position accounts for 0.33% of the portfolio, ranked #30.

Mariner Wealth Advisors (Madison) first reported a position in DSI in Q2 2013 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold DSI as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 26,070 shares of iShares MSCI KLD 400 Social ETF worth $821K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) sold 688 iShares MSCI KLD 400 Social ETF shares in Q3 2013, an estimated $21.6K.
  • iShares MSCI KLD 400 Social ETF made up 0.33% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #30 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2013 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2013.

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