MWAM
HILO

Mariner Wealth Advisors (Madison)’s Columbia EM Quality Dividend ETF HILO Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio HILO Stock Details HILO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$10M Buy
562,325
+2,949
+0.5% +$53.4K 4.03% 8
2013
Q2 		$10.1M Buy
+559,376
New +$10.9M 4.51% 8

Other funds holding HILO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Mariner Wealth Advisors (Madison) increased its Columbia EM Quality Dividend ETF (HILO) stake by 0.53% in Q3 2013, buying an estimated $53.4K and bringing the position to 562,325 shares worth $10M. The position accounts for 4.03% of the portfolio, ranked #8.

Mariner Wealth Advisors (Madison) first reported a position in HILO in Q2 2013 and has held it in 2 quarters since. The position peaked at $10.1M in Q2 2013. 22 funds tracked by Wall St. Rank hold HILO as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 562,325 shares of Columbia EM Quality Dividend ETF worth $10M as of Q3 2013.
  • Mariner Wealth Advisors (Madison) bought 2,949 Columbia EM Quality Dividend ETF shares in Q3 2013, an estimated $53.4K.
  • Columbia EM Quality Dividend ETF made up 4.03% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #8 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in Columbia EM Quality Dividend ETF in Q2 2013 and has held it in 2 quarters since.
  • Mariner Wealth Advisors (Madison)'s Columbia EM Quality Dividend ETF position peaked at $10.1M in Q2 2013.
  • 22 funds tracked by Wall St. Rank held Columbia EM Quality Dividend ETF as of Q3 2013.

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