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Mariner Wealth Advisors (Madison)’s iShares Global Infrastructure ETF IGF Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio IGF Stock Details IGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$20.2M Buy
534,951
+9,720
+2% +$355K 8.14% 3
2013
Q2 		$18.5M Buy
+525,231
New +$19.7M 8.22% 3

Other funds holding IGF

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Mariner Wealth Advisors (Madison) increased its iShares Global Infrastructure ETF (IGF) stake by 1.9% in Q3 2013, buying an estimated $355K and bringing the position to 534,951 shares worth $20.2M. The position accounts for 8.14% of the portfolio, ranked #3.

Mariner Wealth Advisors (Madison) first reported a position in IGF in Q2 2013 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold IGF as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 534,951 shares of iShares Global Infrastructure ETF worth $20.2M as of Q3 2013.
  • Mariner Wealth Advisors (Madison) bought 9,720 iShares Global Infrastructure ETF shares in Q3 2013, an estimated $355K.
  • iShares Global Infrastructure ETF made up 8.14% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #3 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in iShares Global Infrastructure ETF in Q2 2013 and has held it in 2 quarters since.
  • 76 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q3 2013.

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