Mariner Wealth Advisors (Madison)’s iShares US Utilities ETF IDU Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio IDU Stock Details IDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	$6K	Buy	+122	New	+$5.84K	﹤0.01%	143

Other funds holding IDU

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

FSIM

F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return

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

Mariner Wealth Advisors (Madison) opened a new position in iShares US Utilities ETF (IDU) in Q3 2013: 122 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #143 among its holdings.

101 funds tracked by Wall St. Rank hold IDU as of Q3 2013.

Mariner Wealth Advisors (Madison) held 122 shares of iShares US Utilities ETF worth $6K as of Q3 2013.
iShares US Utilities ETF was a new Mariner Wealth Advisors (Madison) position in Q3 2013.
iShares US Utilities ETF made up ﹤0.01% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #143 holding.
101 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2013.

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