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Mariner Wealth Advisors (Madison)’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio IYC Stock Details IYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$14K Buy
+496
New +$13.4K 0.01% 129

Other funds holding IYC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $590M AUM 77.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $103M AUM 13.88% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Mariner Wealth Advisors (Madison) opened a new position in iShares US Consumer Discretionary ETF (IYC) in Q3 2013: 496 shares worth $14K. The stake represents 0.01% of the portfolio and ranks #129 among its holdings.

69 funds tracked by Wall St. Rank hold IYC as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 496 shares of iShares US Consumer Discretionary ETF worth $14K as of Q3 2013.
  • iShares US Consumer Discretionary ETF was a new Mariner Wealth Advisors (Madison) position in Q3 2013.
  • iShares US Consumer Discretionary ETF made up 0.01% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #129 holding.
  • 69 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2013.

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