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Mariner Wealth Advisors (Madison)’s iShares US Real Estate ETF IYR Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$3.44M Sell
53,981
-1,875
-3% -$122K 1.39% 20
2013
Q2 		$3.71M Buy
+55,856
New +$3.95M 1.65% 17

Other funds holding IYR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Mariner Wealth Advisors (Madison) reduced its iShares US Real Estate ETF (IYR) stake by 3.4% in Q3 2013, selling an estimated $122K and leaving 53,981 shares worth $3.44M. The position accounts for 1.39% of the portfolio, ranked #20.

Mariner Wealth Advisors (Madison) first reported a position in IYR in Q2 2013 and has held it in 2 quarters since. The position peaked at $3.71M in Q2 2013. 266 funds tracked by Wall St. Rank hold IYR as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 53,981 shares of iShares US Real Estate ETF worth $3.44M as of Q3 2013.
  • Mariner Wealth Advisors (Madison) sold 1,875 iShares US Real Estate ETF shares in Q3 2013, an estimated $122K.
  • iShares US Real Estate ETF made up 1.39% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #20 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 2 quarters since.
  • Mariner Wealth Advisors (Madison)'s iShares US Real Estate ETF position peaked at $3.71M in Q2 2013.
  • 266 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2013.

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