Mariner Wealth Advisors (Madison)’s iShares US Basic Materials ETF IYM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	$6K	Buy	+84	New	+$6.03K	﹤0.01%	144

Other funds holding IYM

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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

BFA

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SWM

Strategic Wealth Management Kirkland, Washington $202M AUM 9.35% 1-Year Est. Return

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

Mariner Wealth Advisors (Madison) opened a new position in iShares US Basic Materials ETF (IYM) in Q3 2013: 84 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #144 among its holdings.

76 funds tracked by Wall St. Rank hold IYM as of Q3 2013.

Mariner Wealth Advisors (Madison) held 84 shares of iShares US Basic Materials ETF worth $6K as of Q3 2013.
iShares US Basic Materials ETF was a new Mariner Wealth Advisors (Madison) position in Q3 2013.
iShares US Basic Materials ETF made up ﹤0.01% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #144 holding.
76 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2013.

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