Mariner Wealth Advisors (Madison)’s iShares US Consumer Staples ETF IYK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	$13K	Buy	+444	New	+$13.3K	0.01%	134

Other funds holding IYK

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

Mariner Wealth Advisors (Madison) opened a new position in iShares US Consumer Staples ETF (IYK) in Q3 2013: 444 shares worth $13K. The stake represents 0.01% of the portfolio and ranks #134 among its holdings.

50 funds tracked by Wall St. Rank hold IYK as of Q3 2013.

Mariner Wealth Advisors (Madison) held 444 shares of iShares US Consumer Staples ETF worth $13K as of Q3 2013.
iShares US Consumer Staples ETF was a new Mariner Wealth Advisors (Madison) position in Q3 2013.
iShares US Consumer Staples ETF made up 0.01% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #134 holding.
50 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2013.

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