Mariner Wealth Advisors (Madison)’s iShares US Energy ETF IYE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	$14K	Buy	+285	New	+$13.3K	0.01%	130

Other funds holding IYE

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

TFA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Mariner Wealth Advisors (Madison) opened a new position in iShares US Energy ETF (IYE) in Q3 2013: 285 shares worth $14K. The stake represents 0.01% of the portfolio and ranks #130 among its holdings.

107 funds tracked by Wall St. Rank hold IYE as of Q3 2013.

Mariner Wealth Advisors (Madison) held 285 shares of iShares US Energy ETF worth $14K as of Q3 2013.
iShares US Energy ETF was a new Mariner Wealth Advisors (Madison) position in Q3 2013.
iShares US Energy ETF made up 0.01% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #130 holding.
107 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2013.

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