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Mariner Wealth Advisors (Madison)’s iShares MSCI Brazil ETF EWZ Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio EWZ Stock Details EWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$7K Hold
150
– – ﹤0.01% 141
2013
Q2 		$7K Buy
+150
New +$7.79K ﹤0.01% 106

Other funds holding EWZ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Mariner Wealth Advisors (Madison) held its iShares MSCI Brazil ETF (EWZ) position steady in Q3 2013 at 150 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #141.

Mariner Wealth Advisors (Madison) first reported a position in EWZ in Q2 2013 and has held it in 2 quarters since. 289 funds tracked by Wall St. Rank hold EWZ as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 150 shares of iShares MSCI Brazil ETF worth $7K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) left its iShares MSCI Brazil ETF share count unchanged in Q3 2013.
  • iShares MSCI Brazil ETF made up ﹤0.01% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #141 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in iShares MSCI Brazil ETF in Q2 2013 and has held it in 2 quarters since.
  • 289 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q3 2013.

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