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Mariner Wealth Advisors (Madison)’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio EELV Stock Details EELV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$59K Hold
2,155
– – 0.02% 84
2013
Q2 		$58K Buy
+2,155
New +$61.6K 0.03% 70

Other funds holding EELV

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BA
Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

Mariner Wealth Advisors (Madison) held its Invesco S&P Emerging Markets Low Volatility ETF (EELV) position steady in Q3 2013 at 2,155 shares worth $59K. The position accounts for 0.02% of the portfolio, ranked #84.

Mariner Wealth Advisors (Madison) first reported a position in EELV in Q2 2013 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold EELV as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 2,155 shares of Invesco S&P Emerging Markets Low Volatility ETF worth $59K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) left its Invesco S&P Emerging Markets Low Volatility ETF share count unchanged in Q3 2013.
  • Invesco S&P Emerging Markets Low Volatility ETF made up 0.02% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #84 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q2 2013 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q3 2013.

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