Mariner Wealth Advisors (Madison)’s iShares US Financials ETF IYF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	$18K	Buy	+488	New	+$18.1K	0.01%	121

Other funds holding IYF

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

BFA

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Mariner Wealth Advisors (Madison) opened a new position in iShares US Financials ETF (IYF) in Q3 2013: 488 shares worth $18K. The stake represents 0.01% of the portfolio and ranks #121 among its holdings.

108 funds tracked by Wall St. Rank hold IYF as of Q3 2013.

Mariner Wealth Advisors (Madison) held 488 shares of iShares US Financials ETF worth $18K as of Q3 2013.
iShares US Financials ETF was a new Mariner Wealth Advisors (Madison) position in Q3 2013.
iShares US Financials ETF made up 0.01% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #121 holding.
108 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2013.

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