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Mariner Wealth Advisors (Madison)’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio EMB Stock Details EMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$7.99M Sell
73,285
-4,133
-5% -$448K 3.22% 14
2013
Q2 		$8.48M Buy
+77,418
New +$9.05M 3.77% 13

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Mariner Wealth Advisors (Madison) reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 5.3% in Q3 2013, selling an estimated $448K and leaving 73,285 shares worth $7.99M. The position accounts for 3.22% of the portfolio, ranked #14.

Mariner Wealth Advisors (Madison) first reported a position in EMB in Q2 2013 and has held it in 2 quarters since. The position peaked at $8.48M in Q2 2013. 232 funds tracked by Wall St. Rank hold EMB as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 73,285 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $7.99M as of Q3 2013.
  • Mariner Wealth Advisors (Madison) sold 4,133 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2013, an estimated $448K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 3.22% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #14 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2013 and has held it in 2 quarters since.
  • Mariner Wealth Advisors (Madison)'s iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $8.48M in Q2 2013.
  • 232 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2013.

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